Julie has over 20 years’ experience working with Employee benefits packages on both the insurance carrier and brokerage sides. Before joining the brokerage community, Julie was the Director of the Existing Business sales team from 2002 – 2010 at a National Insurance Carrier for the Commercial Employer Group Health plans sector concentrated in Large Group business. She developed strategic medical cost saving programs, creative employer and employee contributions for large and small group clients with an overall goal of managing rate increases.

In 2010, Julie joined the Brokerage community as an independent broker. She developed an expertise in Medicare planning and has a particular expertise in Employee Benefit Packages, and Medicare. Today, she is an Elite agent with several insurance companies. Julie provides personal guidance to meet the needs of each individual and is also a resource to several large brokerage firms for Medicare Planning for their clients. Julie has focused experience within the PEO (professional employer organization) arena and has provided invaluable consulting for clients in relation to the Affordable Care Act. She has built a reputation for being well-informed, detail oriented and highly experienced.