Meet The Team
you can trust
Roehl & Yi is an independent wealth management firm located in Eugene, Oregon. Established on the foundational values of teamwork, integrity, stability, and professionalism—we are the financial advisors you can trust. We serve clients across the West Coast, from northern California to Washington, ranging from high-net-worth individuals to qualified retirement plans, foundations, and endowments.
Your Wealth management Team
Our private wealth advisors come from a variety of backgrounds including business administration, law, international banking, marketing, and organizational behavior. With their extensive education, experience, and certifications, our advisors have the expertise required to successfully develop your custom financial portfolio.
Client Service Team
The day-to-day operations of our firm would fail without our excellent client service team. Offering their expertise in the realms of administrative support, data management, and customer service—these professionals provide a foundation of efficiency and integrity.