Episode 40 – Meet the Team at Oregon Pacific Financial Advisors with Emma Nelson
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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.