Roehl & Yi Investment Advisors, LLC

Shannon Grant is a financial advisor at Roehl & Yi Investment Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Roehl & Yi in 2021, he worked at Advised Assets Group LLC from 2006 to 2017. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis and Modern Portfolio Theory-based asset allocation, managing assets primarily through its wrap fee program and maintaining a significant retirement plan consulting practice.

Annaliese Ruiz is a Series 65 licensed financial advisor with Roehl & Yi Investment Advisors, LLC in Eugene, OR. She has three years of industry experience and has been with Roehl & Yi since 2020. Prior to her financial advisory role, she worked in the hospitality and nonprofit sectors, including positions at Makoto Japanese Restaurant and Resource Connections of Oregon. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm uses fundamental analysis and Modern Portfolio Theory-based asset allocation, managing assets primarily through a wrap fee program with discretionary and non-discretionary portfolio services.

Jayman Yi is a financial advisor at Roehl & Yi Investment Advisors, LLC with 23 years of industry experience. He has been with the firm since 2001 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of the Eugene Country Club and is a member of the investment committee for Greater First Tee of Oregon. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach and manages most client accounts through its wrap fee program.

Mason Young is a financial advisor at Roehl & Yi Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has professional experience including roles at Oregon State University and YMS, LLC. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, managing portfolios through its wrap fee program and retirement plan consulting practice.

Thomas Roehl is a CFP® with 43 years of industry experience and has been a principal at Roehl & Yi Investment Advisors, LLC since 1998. He is also a part owner of an insurance business offering life, disability, and long-term care insurance. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis and Modern Portfolio Theory-based asset allocation, managing client portfolios primarily through a wrap fee program.

Stephen Allen is a financial advisor at Roehl & Yi Investment Advisors, LLC in Eugene, OR, with four years of industry experience. He holds a Series 65 designation and previously worked at Hoffman, Stewart and Schmidt P.C. and George Fox University. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm’s investment approach uses fundamental analysis and Modern Portfolio Theory-based asset allocation across mutual funds, ETFs, individual securities, and third-party managers.

Andrew College is a financial advisor at Roehl & Yi Investment Advisors, LLC with two years of industry experience. Prior to joining the firm in 2022, he worked at Lyft and served eight years in the US Army. He is currently separating from the United States Army Reserve. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach and manages client accounts primarily through its wrap fee program.

Zachary Daeges is a financial advisor at Roehl & Yi Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Roehl & Yi since 2015. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm’s investment approach is based on fundamental analysis and Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and third-party managers.

Sarah Mellgren is a CFP® with 14 years of industry experience, currently serving as an advisor at Roehl & Yi Investment Advisors, LLC since 2011. She holds a Series 66 license and is based in Eugene, OR. Outside of her advisory role, Mellgren serves on the Southtowne Rotary Board and is a board member of the Alvord Taylor Foundation. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based approach, managing portfolios through mutual funds, ETFs, individual securities, and third-party managers, primarily via its wrap fee program.

Nathan Cabuco is a financial advisor at Roehl & Yi Investment Advisors, LLC in Eugene, OR, holding a Series 65 designation. He has one year of industry experience, including prior roles at Wells Fargo and Selsi International. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm emphasizes fundamental analysis and Modern Portfolio Theory-based asset allocation, managing most client accounts through its wrap fee program and maintaining a significant retirement plan consulting practice.