Roehl & Yi Announcements

The following is a press release announcement from Roehl & Yi Investment Advisors, LLC, submitted by  Jacqueline Determan, Client Service Associate.

JILL ROEHL:

Jill Roehl, of Roehl & Yi Investment Advisors, LLC has earned the designation of CERTIFIED FINANCIAL PLANNER™ .  Jill assists with client relationships, financial planning, and investment analysis.

TONY RUBINO:

Tony Rubino Jr has joined Roehl & Yi Investment Advisors, LLC.  He previously owned his own investment advisory practice in Helena, MT, and has 12 years of industry experience.  Tony will work with qualified plan clients and provide 401 (k) participant education at Roehl & Yi.

Roehl & Yi is an independent wealth management firm located in Eugene, Oregon that serves high net worth individuals, qualified retirement plans, foundations, and endowments. Their work is done on a fee-for-service basis, and values are teamwork, integrity, stability and professionalism. Visit their website HERE.