Meet Roehl & Yi’s Newest Financial Advisor

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

MEET OUR NEWEST FINANCIAL ADVISOR

We are excited to announce our newest addition to the Roehl & Yi team, Matt Mathiesen, Jr.

Matt Mathiesen, Jr. joined Roehl & Yi in August 2020.  He provides a range of services including employee enrollment guidance and education for 401(k) plan participants. He is also a key contact for the firm’s retirement plan trustees and plan recordkeeping partners. 

Matt has nearly a decade of financial services experience, having worked in banking, client relations, wealth management, and life planning. 

When not helping investors and families plan for their future, Matt enjoys spending time hiking in Oregon with his lovely wife Laurel and their son Trey. The couple are also local winery and brewery aficionados. 

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.