Meet the Team

It takes a village. There are many moving parts to creating a retirement plan. Through contracts we hold, we have access to the back-office support we need to provide our clients with the best retirement services.

Business Consultants

Julia Riller

Founder
Katie Heathorn

Operations | Client Engagement Coordinator
Dee Costa

Business Consultant

1212 BROADWAY PLAZA, SUITE 2100
WALNUT CREEK, CA 94596

Insurance products are offered through Attain Wealth Protection, LLC DBA Attain Wealth Legacy and Insurance Solutions, a licensed insurance agency in the State of California. License #0D88350. Licensed in California and other states as applicable. This communication is intended for residents of California only unless otherwise noted. Not affiliated with or endorsed by the U.S. Government or any governmental agency. This material is intended for informational purposes only and is not intended to provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.

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Meet the Team

Julia Riller

Katie Heathorn

Dee Costa