Julianne_Hertel

Julianne Hertel CLTC

Julianne Hertel, CLTC, is an eight-year MDRT member with two Court of the Table and two Top of the Table honors. Hertel, from Worcester, Massachusetts, is the founder of Dream Big Wealth Strategies; LLC, which she began in 2007 to bring compassion, patience and understanding to the planning process. She served on the board of directors for (NAIFA) Massachusetts and as its federal political involvement chair. Through NAIFA, she frequently travels to Washington, D.C. to meet with legislators on issues that impact her clients. She also serves as the political involvement leader for the Boston General Office of New York Life.


Appearances