Industry Insights

Your Kentucky and Cincinnati Update for Financial Advisors

We are excited to welcome JULIE YOCUM, QPA, QKA to the Trinity Family.

Julie is our new Regional Vice President – Retirement Sales Kentucky/Cincinnati.  Julie’s main objective is to partner with Advisors and help them develop qualified retirement plans for their clients. She is very experienced in the retirement plan space and has already earned her QKA and QPA retirement plan designations. Julie is continuing to develop her expertise and is pursuing her CPC (Certified Pension Consultant) Designation.

Prior to joining Trinity Pension Consultants, Julie spent 3 ½ years in the Life Insurance sector learning the world of Defined Benefit plans. Before that, she worked for almost 23 years focusing exclusively on Defined Contribution plans providing plan design assistance, implementations and reconfigurations.

Julie comes to Trinity with a wealth of knowledge and experience. She will be able to immensely help each Advisor she works with. We are beyond excited to have someone like Julie join our team and can’t wait to see what she accomplishes in the Kentucky and Cincinnati geographies

Click on the video below to meet Julie.