PALO ALTO, CA – December 7, 2010 – Opes Advisors is pleased to announce the recent promotion of Julie Thall to Branch Manager of Opes Advisors San Mateo. The San Mateo branch offers customers a full range of mortgage services and investment management solutions with a focus on the impact their financial decisions can have on short- and long-term financial goals.
Julie was previously a mortgage advisor and top producer with Landmark Mortgage Group, a division of Opes Advisors, and has held several management positions throughout her 24 year career in financial services and technology industries. Julie utilizes a solution-focused, technology-driven approach to make the loan process as streamlined as possible for her clients. Julie has been instrumental in working with her clients to identify the financing options that are best aligned with the overall personal financial goals of each of her clients.
Our customers know that when they get a loan from Opes Advisors they will have a complete understanding of how it fits in with their lifestyle ambitions as well as their retirement plans and goals,” said Ms. Thall. She continued, “As the new manager for the San Mateo branch office, this is an opportunity for me to lead our advisors in developing financial solutions for all of our clients’ mortgage and investment management needs.”
Julie graduated from California Polytechnic State University in San Luis Obispo with a B.S. in Business and Marketing. She lives with her family in Redwood City.
Opes Advisors San Mateo
The Opes Advisors San Mateo branch office is located at 411 Borel Avenue, Suite 320, San Mateo, CA 94402. Office hours are 8:00 a.m. to 5:00 p.m. Phone 650-931-0600. Appointments and walk-ins are welcome. For information about exciting Mortgage Advisor career opportunities with Opes Advisors, contact Julie Thall at 650-931-0606 or visit www.opesadvisors.com/about/careers/
About Opes Advisors
Opes Advisors is a premier financial advisory firm specializing in residential mortgage banking and wealth management. Opes Advisors provides comprehensive advisory services in personal finance management including real estate, real estate financing, investment management, and strategic tax and financial planning. Opes Advisors has offices in California in San Mateo, Palo Alto, San Francisco, Larkspur, Los Gatos, San Diego, Sonoma, and in Eugene, Oregon. For more information, visit www.opesadvisors.com.
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