Julia Maltman

With a degree in general studies and accrued accounting experience, Julia is dedicated to building strong relationships with our clients.  Recognizing every client is different, she takes time to understand their unique needs and offer recommendations to support them achieve their financial goals. A native of Redmond Oregon, Julia enjoys the Deschutes River, staying active, traveling, and spending time with friends and family. Julia is grateful to be a part of a team that prioritizes both personal and professional growth – all while providing meaningful service to our clients.

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