Sarah Mellgren was named one of the Eugene Register Guard’s “20 Under 40” in 2016. “20 Under 40” is an award sponsored by the Blue Chip and Mercedes-Benz Eugene that recognizes rising business stars in the Eugene community.
In January 2017 Amy became a member of the Board of Directors for the Financial Planning Association of Oregon and Southwest Washington. In her new “shared” role as Director of Membership she coordinates new member orientation, organizes the annual member reception, develops and promotes membership initiatives, develops Communities of Interest within the Chapter to share […]
Miriam serves on the Board of Directors of the Financial Planning Association of Mid-Oregon. This local chapter of the FPA provides an educational and networking forum to Eugene’s financial service professionals with the goal of increasing public awareness about the benefits of financial planning and promoting high ethical standards. In her role as Secretary on […]
NEWS RELEASE November 12, 2015 FOR IMMEDIATE RELEASE EUGENE, Ore. – Eugene-based Roehl & Yi Investment Advisors is one of only six asset management firms in the United States to be honored with a 2015 “Focus Elite” Award. The annual awards are presented by Focus Consulting Group in Chicago in recognition of consistent, company-wide achievement […]