Milad Taghehchian, CFP​®
Chris Cyndecki, CFP​®
Ian Tennant, ChFC​®
Julie McClure, CFP​®
Julie McClure, CFP®
Independent Associate Advisor
Education
BBA, Finance
The University of Texas at Austin
Languages Spoken
English
Spanish
Professional Designations
CERTIFIED FINANCIAL PLANNER​™ Practicioner
2005
Areas of Specialization
Benefits Consulting
Multi-Year Budgeting & Forecasting
Capital Projects Feasibility Study
Human Resourses
Payroll
Bookkeping
Hometown
Midland, TX
Pets
George and Sully 
Other Business Activity
In addition to her work with Pioneer Wealth, in February of 2015 Julie founded Cypress Business Consulting which focuses on supporting the needs of businesses through many phases of their growth. Cypress's services include financial analysis, benefits consulting, human resources, bookkeeping, business tax reporting, and payroll services.