Julie Billings, CRPC®

Senior Operations Manager /
Retirement Plan Counselor 

(417) 512-2105

[email protected]

As the Client Service Associate for our team, Julie brings a vast amount of experience in the financial services and investments industry. Her experience includes running retirement meetings and workshops for plan sponsors and participant groups. She also conducts individual sessions on 401k, 403b, and 401a Plans. Earlier in her career, she developed her experience in securities trading, portfolio construction, and operations.

Julie holds a bachelor’s degree from Wayne State University. She also maintains the Series 66 state securities license and holds FINRA Series 7 and 63 credentials. Julie holds the Chartered Retirement Planning Counselorâ„  (CRPC®) designation from the College for Financial Planning® (CFFP).

Julie is happily married and enjoys outdoor activities with her husband, Jeff. Some of her favorite hobbies include swimming, reading, and collecting antiques.

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