Julie Iunker
Wealth Management
Using the fiduciary standard, I put your needs first and design a portfolio that feeds into your financial needs while working to keep the cost as low as possible. I take pride in building a relationship with you and fully understanding your dreams and what you need in your financial future. I have been a financial planner since 2008 and have my series 7 and series 63 licenses with LPL Financial. Along with helping make your financial dreams a reality, I truly love working with families! Generational advising is a passion of mine. Over the years, many of my clients have referred their family members to work with me, as well as friends and neighbors. I have set up retirement accounts, individual and joint accounts for specific goals, custodial accounts for children or grandchildren as well as education savings accounts. Nothing brings me more joy than watching a family legacy continue and grow.
Meet The Team
We are a locally run business and use our individual strengths to provide you the best service possible.
Meghan Akana
Branch Office Administrator
Meghan began her career as a branch office administrator in 2011, working in Sammamish, WA and Meridian, ID. Upon moving back to the plateau in 2018, she joined the office bringing experience and a passion for helping clients pursue their financial goals. Meghan is highly skilled in organization, financial puzzles, and client service.
Our Mission
We are a purpose driven office. We offer professional and friendly treatment of everyone who walks into our office.
Every portfolio is important and deserves our complete attention.
We will always do what is right for the client, making decisions as if they were members of our family.
We will make a difference deliberately.
We will help our clients to experience financial independence with confidence. We assist our clients in setting reasonable financial goals with the ability to work toward them.
Let’s Get to Know One Another
