About


Julie Brennan

Education.

  • University of Michigan - Stephen M. Ross School of Business - MBA

  • University of Michigan School of Public Health - MHSA (Masters in Health Services Administration)

  • Duke University - BA (Psychology/Japanese)

Experience.

  • 20+ years in the personal finance industry

  • Livescanned and financial industry clearance

  • Extensive client-focused research experience in healthcare and finance

  • ​30+ years of managing client relationships and operations

  • Ongoing community volunteer engagement

Outside of the Office.

  • Hiking

  • Enjoying the beautiful SoCal beaches

  • Reading – I always have a nonfiction and a fiction going. Historical fiction is my favorite!

  • Hanging out with friends and family – my husband and I have three children

Ready to Get Started?