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Roehl & Yi Investment Advisors, LLC Employee Directory

Financial ServicesOregon, United States11-50 Employees

Roehl & Yi Investment Advisors, LLC is an independent wealth management firm based in Eugene, Oregon. It serves high net worth individuals, qualified retirement plans, foundations, and endowments, offering guidance to manage and preserve assets for long-term financial objectives. Positioned within the financial services industry, the firm focuses on personalized advisory services for clients with complex or demanding investment needs, operating as a boutique alternative to larger, more expansive institutions. The company’s presence in the Eugene area and its private, independent structure suggest a emphasis on tailored, client-focused solutions rather than standardized product offerings. In its recent activity, Roehl & Yi expanded its advisory team with the addition of Jillian Roehl, reflecting ongoing growth in its professional staff.

Find Roehl & Yi Investment Advisors, LLC employees' phone numbers or email addresses

Roehl & Yi Investment Advisors, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Roehl & Yi Investment Advisors, LLC's Leadership

  • Stylized image of a person
    A. R.
    Client Service Associate
    Mobile Phone
  • Stylized image of a person
    M. M. J. C.
    Financial Advisor
    Mobile Phone

Roehl & Yi Investment Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Roehl & Yi Investment Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. R.
    Client Service Associate
    Mobile Phone
    United StatesOregon
    Jun 04, 2025
  • Stylized image of a person
    M. M. J. C.
    Financial Advisor
    Mobile Phone
    United StatesOregon
    Oct 23, 2024

Frequently Asked Questions

What is Roehl & Yi Investment Advisors, LLC known for?

Minus sign iconPlus sign iconRoehl & Yi Investment Advisors, LLC operates in the Financial Services industry. Explore Roehl & Yi Investment Advisors, LLC's company overview page for more information.

What is Roehl & Yi Investment Advisors, LLC's most common email format?

Minus sign iconPlus sign iconRoehl & Yi Investment Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roehl & Yi Investment Advisors, LLC email formats with LeadIQ.

How many employees does Roehl & Yi Investment Advisors, LLC have currently?

Minus sign iconPlus sign iconRoehl & Yi Investment Advisors, LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Roehl & Yi Investment Advisors, LLC's key employees and leadership?

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As of July 2026, Roehl & Yi Investment Advisors, LLC's key employees include:

  • Client Service Associate: A. R.
  • Financial Advisor: M. M. J. C.

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