Julie Braun is a First Vice President, Financial advisor, Financial Planning Specialist, Financial Wellness Director and Chartered Retirement plan Specialist, CRPS®. Julie has been working with individuals and corporate retirement plans since 2007 after receiving a degree in Business Administration from Saint Michael's College and working for a local Third Party Administrator.

Julie's roles include client reviews, benchmarking studies, and helping plans mitigate their fiduciary responsibility. Julie is most passionate about educating retirement plan participants and financial wellness/literacy for all.

Julie has contributed to both Napa Net and Plan Advisor magazines on retirement plans. Julie has spoken at various industry conferences and has also been honored by the National Association of Plan Advisors as a 2022 Top Women Advisor and an Ace in 2021 (top advisors under the age of 40). Julie was also named to the National Association of Plan Advisors list of top teams for 2022. *See disclosures at the end of this document

Julie lives in South Burlington Vermont with her husband, two kids, and yorkie named Steve. As a heart attack survivor, she has volunteered with the American Heart association including co-chairing the Go Red for Women event for several years. She is a dual citizen of Poland and speaks Polish. Julie loves cooking, wine, travel and reading.