Education

• Master of Business Administration, Ross School of Business at the University of Michigan, 2001
• Master of Health Services Administration, University of Michigan School of Public Health, 2001
• Bachelor of Arts, Duke University, 1994

Work Experience

• Oliver Financial Planning, Paraplanner, Ann Arbor, 2007 to present
• Kansas Health Institute, Program Manager/Independent Consultant, Topeka, KS, 2004-2006
• McKinsey and Company, Associate, Detroit, MI, 2001-2003
• Henry Ford Health System, Strategic Analyst, Detroit, MI, 1999-2000
• Advisory Board Company, Manager, Washington, DC, 1994-1998

Julie Brennan, MBA, is Oliver Financial Planning’s Paraplanner. She works closely with Rob Oliver to gather, enter, and analyze client data.

Julie joined Oliver Financial Planning following a career in the health care services industry. Her many years in the field gave her a valuable perspective on the importance of financial planning for all individuals and families. She was excited to join Oliver Financial Planning to begin assisting clients in securing their financial futures through all stages of life. Julie is currently completing the financial planning coursework required by the Certified Financial Planner Board of Standards to earn the distinction of calling herself a Certified Financial Planner.

Julie earned a Masters of Business Administration from the Ross School of Business at the University of Michigan, where she also received a Masters in Health Services Administration. She received her Bachelor of Arts degree from Duke University.

Julie lives in southern California with her husband and three children.