Broker Check
Emma James

Emma James

Wealth Coordinator

Emma is the Wealth Coordinator for our 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. Emma holds the FINRA Series 7 and 66 registrations and Oregon Life, Health and Variable licenses.

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.