Meet Julia Feeney

Julia Feeney is a Senior Office Assistant at The Retirement Planning Group, where she supports daily operations and helps create a smooth, welcoming experience for both clients and team members. Known for her organization, reliability, and people-first approach, Julia plays an important role in keeping the office running efficiently while ensuring every interaction feels thoughtful and seamless.

Throughout her career in financial services and client support, Julia has been dedicated to helping individuals feel comfortable and confident as they navigate important decisions. In her previous role as a client onboarding specialist, she guided new clients through the onboarding process, helping them connect with the right advisor and feel supported from the very beginning. She also contributed to outreach efforts by helping create events that introduced individuals to financial planning in a relaxed and approachable setting.

Julia studied Secondary English Education at Purdue University before beginning her career managing and later leading a pharmacy museum in Indianapolis. She later grew into leadership roles within healthcare, where she supported teams, implemented new processes, and contributed to communication and outreach initiatives. These experiences shaped her strong attention to detail, clear communication style, and ability to bring structure and calm to fast-paced environments.

Outside of work, Julia’s life is centered around family and the things that bring her joy. Residing in Cypress, Texas, she enjoys spending time with loved ones, staying active in her community, and embracing the activities that keep her grounded. Whether that’s time outdoors, connecting with friends, or unwinding with hobbies she loves. Her compassion, dependability, and genuine care for others define her both personally and professionally, making her a valued part of every space she enters.