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Emma James

Emma James

Client Services Manager

Emma is the Client Services Manager and oversees the operations of the firm.  A native Oregonian, she graduated from the University of Oregon with a double bachelor’s degree in International Studies and Spanish.

Emma comes from a family of successful financial advisers and has a background of customer relations and management.  She is passionate about building connections with people to create positive change within the community.

On a personal note, Emma teaches Argentine Tango with her husband and dance partner, Tyler in Bend, OR.  She also has a passion for world travel and enjoys being outdoors hiking, skiing, swimming and practicing yoga.