Julianne Hertel, CLU^®, ChFC^®, CLTC^®, LACP

Owner, Financial Advisor

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.