Julianne works with dream-chasers and world-changers – the people that show up
every day to make a difference in the world. Her clients are individuals with a deep
desire to improve the lives of others, and she is honored to be a part of their
journey. In addition to her work with clients, Julianne is a mentor to agents and
advisors in the industry, with a particular focus on supporting women entering the
profession.
Outside of her work, Julianne is an avid traveler who is on a mission to step foot
on all seven continents. She finds joy in exploring new cultures and experiences and
has a special connection to her family home in Ireland. But her travels don't stop
her from giving back to her community. During the height of the Covid crisis,
Julianne volunteered to deliver meals for homebound community members through Meals
on Wheels. She also serves as a mentor for United Way Dollar Scholars, educating
young women about money management and budgeting.
Another one of Julianne's biggest passions is her work as a foster parent for dogs
with local shelters and animal rescues. Since 2012, she has fostered over 175 dogs
(and a few cats) through Broken Tail Rescue, Inc., finding them loving homes and
giving them the second chance they deserve. Julianne's commitment to making a
positive impact extends far beyond her work as an advisor, and she is an inspiration
to those around her.
Some of Julianne’s notable involvements and affiliations:
MDRT* (Million Dollar Round Table)
Qualifying Member since 2015
Court of the Table Member since 2019
Top of the Table Member since 2021
MDRT
Chair of United States Community Leaders Team, 2021-2023
Global Council Member, 2023-2024
Chair of Ethics and Bylaws Committee, 2024-2025
MDRT Foundation
Member of the Board of Trustees since 2022
2019 Gives Day Chair
Member of Corporate Sponsor Committee, Life Insurance Committee and Grants
Committee
Safe Exit Initiative – member of Board of Directors
NAIFA (National Association of Insurance and Financial Advisors)
Board Member and Federal Political Involvement Chair, 2013 – 2015
New York Life
President’s Council** Member since 2018
Chairman's Council since 2022
Political Involvement Leader (PIL) for New York Life’s Boston General Office
Member of the PIL Advisory Board for New York Life
Worcester Business Journal: 2017 40 Under 40
Professional Speaking
MDRT 2020 Edge Virtual Meeting – Presented at national conference on finding
happiness
NAIFA 2021 National Virtual Conference – Presented about using technology to
enhance the experience advisors have with clients
MDRT 2023 Annual Meeting and Global Conference – Presented at two global
conferences for financial advisors on developing a business to be passionate
about
MDRT 2023 Annual Meeting – Main platform presentation to 6,000 financial
advisors
Vanessa Bucklin, CLU®
Financial Advisor
Vanessa Y. Bucklin was raised a farmer’s daughter in rural Montana. She attended
the University of Montana to study business and transferred to the University of
Nevada, Las Vegas, her junior year, where she graduated summa cum laude with a
bachelor’s degree in finance. She started her banking career at Wells Fargo Bank in
Las Vegas in commercial lending. Later she transferred with the company back to
Montana and received her MBA from the University of Montana.
Bucklin was a vice president of commercial and agriculture lending when she decided
to start her own insurance company. In 2013 she founded PCI Conrad, LLC, and is a
licensed agent and financial services professional. Since 2013 she has been a
qualifying member of the Million Dollar Round Table, the premier financial services
membership for advisors worldwide. She has received multiple awards and numerous
committee appointments for her leadership in the industry. She received her
Chartered Life Underwriter (CLU) designation in October 2018. Bucklin currently
serves on the Alumni Board of Directors for the University of Montana. Recently she
became a published author with the memoir, The Penultimate Step.
She and her husband, Tyler, raise their three beautiful children, Claire, Nick, and
Colette, in Montana. They are busy with their careers and their farm raising wheat,
barley, and hay. Bucklin enjoys outdoor activities with her family and is an avid
runner. She has completed thirteen marathons and three ultramarathons.
Corina Wack, RICP®
Financial Advisor
Corina is passionate about educating her clients about how best to secure their
financial futures. She began her career as a biology professor teaching and
conducting research. Now she applies those scientific and teaching skills to
building financial plans for her clients. Corina builds a strong relationship with
her clients so she can understand what is truly important to them and build their
wealth keeping those priorities in mind.
Outside of the office, Corina is a wife and dog mom of three rescues. She and her
husband, Steve, love to travel, taking in the beauty of this amazing planet. Corina
is a dedicated to supporting her community and communities around the world through
her work with Rotary. She is also on the board of her local Auxiliary and on a
scholarship fund at a local high school.
Bianca Vareschi
Operations Manager
Bianca began her career in the financial services industry in 2000 working in the
mutual fund industry. In 2007, she took time off to focus on her family. Returning
to the workforce in 2016, she joined Dream Big Wealth Strategies as the Client
Service Coordinator. Bianca lives in Millbury with her husband Jim and 3 children
Olivia, Liam and Emerson. She enjoys spending time with family and friends and
taking her two dogs, Rocky and Lady, on walks in the woods.
Kate Petro
Client Service Assistant
Kate is a Worcester native, born and raised. She graduated from Worcester State in
2017 with her BA in Business Management. Upon graduation, she embarked in a career
in the financial services industry, where she is dedicated to helping her clients
achieve their financial goals and maximize their opportunities.
In her free time, Kate enjoys practicing Pilates, watching stand-up comedy, and
spending quality time with her family and best friends, including her beloved pup,
Arlo!
Jennifer Greyn
Office Manager
Jennifer is a dedicated professional who began her journey in the Financial
Services Industry in 2023 as an office manager. With a rich background spanning
sales and healthcare, Jennifer brings a unique blend of skills and insights to her
new role.
Jennifer’s career began in sales, where she developed a strong foundation in client
relationship management and strategic problem-solving. Transitioning to healthcare,
she gained valuable experience in both administrative roles and direct patient care,
honing her ability to empathize with and support individuals from diverse
backgrounds.
This diverse experience equips Jennifer with a comprehensive understanding of
client needs and a commitment to delivering exceptional service. She believes in the
importance of continuous learning, whether from colleagues, clients, or formal
education and applies this philosophy to her work in the financial and insurance
sector.
Jennifer is enthusiastic about leveraging her extensive experience to help clients
navigate their life journeys and achieve their goals. Her dedication to ongoing
professional development and her client-centric approach make her a valuable asset
to her team.
Rollover Specialists
Lucy
Rocky
Lady
Rocky, Bailey and Riley
Boo
Lexi
Flash
Arlo
Indie
*The Million Dollar Round Table (MDRT), The Premier
Association of Financial Professionals, is recognized globally as the standard of
excellence for life insurance sales performance in the insurance and financial services
industry. **Council is an annual company recognition program based on agent production
from July 1-June 30.
Alliances
Effective financial planning can sometimes require a team of experts working together
to serve your best interests. In such situations, we are the quarterback who makes
sure everyone is working together to achieve the best possible results. If you have
existing team members you trust, such as your CPA or attorney, we are happy to work
with them, and we can also bring in our subject-matter experts as needed. Some of our
strategic alliances are detailed below.
Through Eagle Strategies, Julianne Hertel provides fee-based financial planning,
investment advisory services, and access to investment management programs. Eagle
Strategies LLC is registered with the Securities and Exchange Commission as an
“Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life
Insurance Company.
The Advanced Planning Group collectively leverages years of practical experience
and disciplines in law, accounting, and financial services, in order to provide
New York Life agents with unparalleled assistance in estate, business, and life
insurance planning. Because the Advanced Planning Group supports agents who have a
nationwide clientele, the group has insight consulting on estate and business
plans at all levels of wealth across all 50 states. The Advanced Planning Group is
called to action to advise on hundreds of business and estate plans each year; and
that means Julianne Hertel can bring experience, value, and insight to your
situation. The Advanced Planning Group does not provide specific legal, tax, or
accounting advice. Consult with your own advisors for legal, tax and accounting
advice.
Julianne Hertel, Michelle A. Anctil and their fellow financial professionals are
proud to be affiliated with New York Life Insurance Company. New York Life and its
wholly owned subsidiaries provide life insurance, fixed annuities, and long-term
care insurance. A mutual insurance company, New York Life is one of the largest
mutual life insurance companies in the United States, and holds the highest
financial strength ratings currently awarded to any U.S. life insurer from all
four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's
Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party
Ratings Reports as of 6/22/2022.)
