Julie Adelman

Advisor

Julie believes in fostering trust through open communication and personalized attention. With a rich background as a Controller and CFO, she brings not only a wealth of financial expertise but also a genuine commitment to easing your accounting stress.

Julie believes in fostering trust through open communication and personalized attention. With a rich background as a Controller and CFO, she brings not only a wealth of financial expertise but also a genuine commitment to easing your accounting stress so you can focus on what truly matters to you and your business. 

Julie's accounting journey has been marked by leadership roles where she's managed the intricate details of financial systems but also prioritized the human side of numbers.  She understands that behind every financial statement is a unique story and her goal is to help you navigate the numbers with a sense of security and care.

When she's not crunching numbers, Julie is likely wine tasting with her husband in Oregon's scenic Yamhill valley, caring for her jungle-like garden or loving on her two kitty fur babies.

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