Julie Firmand - Central Trust Company Officer

Julie Firmand, AIF®

Retirement Services Officer

720 E. Broadway
Columbia, MO 65201
(573) 817-8621
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Julie has more than 10 years of experience in retirement services. Her primary responsibilities are to provide advisory, administrative services and educational presentations for 401(k), 457, and 403b retirement plan sponsors and participants.

Prior to working with Central Trust Company, Julie spent 15 years as a sales manager for group travel excursions, escorting senior travelers throughout the world.

Education and Certifications

  • ASPPA Retirement Plan Fundamentals (RPF)
  • Cannon Retirement Plan School I & II
  • Accredited Investment Fiduciary(AIF®)

 

Interests and Activities

Julie is a frequent mentor for Hispanic women throughout her community. In her spare-time, she enjoys spending time with her husband, traveling, hiking, and cooking.