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Royal Standley introduces us to Emma Nelson, Associate Financial Planner, at Oregon Pacific Financial Advisors, Inc. 

In this episode Royal and Emma share how she entered into financial services and why she enjoys helping people build the financial resources to live their lives to the fullest. Emma also discusses her passion projects, favorite winter activities, her financial philosophy, and plenty more! 

In this episode, you will learn:

• What leadership traits Emma brings to Oregon Pacific
• What financial planning and client relationship philosophy Emma encompasses 
• How Covid has affected home life and her outlook on the coming year 
• How Emma counsels clients as they face the unknown in a pandemic 
• And more!

Tune in now to meet Emma Nelson.

Resources: Oregon Pacific Financial Advisors  |  About Emma Nelson  | (541) 772-1116  |  Email Emma  

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

A coach is somebody that’s in it with you, for you and looking out for your best interests.

In today’s episode Royal Standley introduces us to James Monroe, Financial Planner and Retirement Plan Specialist, who joined the team at Oregon Pacific Financial Advisors in March 2019. James shares how he got into financial services, what brought him to Oregon, the community projects he is passionate about and plenty more! 

In this episode, you will learn:

• How James’ extensive background transitioned into insurance and financial services
• Why James is passionate about getting rid of financial illiteracy
• What his philosophy is when working with clients
• Why James believes in building succession plans and the best team for your long term needs
• And more! 

Tune in now to meet James Monroe! 

Resources: Oregon Pacific Financial Advisors  |  About James Monroe  |  Life by Design Episode 27 with James Monroe  |  Employer Sponsored Retirement Plans: Why a Financial Planner Helps | (541) 772-1116  |  Schedule Online with James  |  Email James  

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.

CRD#: 5882437