Finley Davis has served as a trusted financial partner for more than 40 years—helping shape the financial futures of families, business owners, and professionals across the Northwest. Our history reflects an understanding of complex financial needs and a steady presence in a dynamic industry. We are dedicated to creating better financial outcomes that help our clients realize their most ambitious goals. Founded in 1981, our firm was built on the principle that the cost of bad advice is too high to ignore. We serve as professional advisors to high-net-worth families, business owners, and estates, designing holistic, integrated strategies to help grow and protect wealth legacies.
Our commitment to advanced education and expertise means that you can benefit from the most current and sophisticated financial solutions available—helping your wealth strategies remain as forward-looking as your vision.
At Finley Davis, we go beyond managing your money—we’re committed to understanding and advancing your unique goals, developing financial strategies that are as dynamic and ambitious as the legacy you aim to create.
As the CEO of Finley Davis Private Wealth, TJ possesses a comprehensive knowledge of wealth management, estate planning, and business succession planning. He has earned the esteemed designations of Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), and Certified Exit Planning Advisor (CEPA). With a deep understanding of complex financial situations, he leverages his experience to craft tailored strategies that align with his client’s unique goals and aspirations. TJ understands that the cost of bad advice is just too high, and because of this, he is dedicated to providing exceptional financial guidance to high-net-worth individuals, business owners, and physicians. Outside of his professional endeavors, TJ enjoys spending time with his wife, Ashley, and children – Allicia, Chad, Olivia, and Carter.
As a CERTIFIED FINANCIAL PLANNER™ professional, Nichole Zahner brings a wealth of expertise to her role as Vice President and Head of Advisory Services at Finley Davis Private Wealth. Fully licensed as an investment advisor and life insurance agent, she is driven by a genuine passion for helping individuals and families secure their financial futures. Nichole’s approach is deeply personal, taking the time to understand each client’s unique circumstances and aspirations. With a commitment to upholding the highest standards of ethical and professional conduct, she provides comprehensive financial planning solutions encompassing retirement, tax, and estate planning strategies. When she’s not working, Nichole treasures quality time with her husband, Adam, and their two children, Madison, and Mason. These moments with family reinforce her dedication to helping others achieve financial security and peace of mind.
As the Director of Operations at Finley Davis Private Wealth, Ashley Cate brings a wealth of experience and a deep commitment to enhancing our firm’s operational efficiency and excellence. With strategic insights and skillful resource management, Ashley is a trusted leader known for aligning operations with our company’s core mission and values, resulting in consistent administrative success. Beyond the firm, Ashley enjoys hunting season with her husband Kasey, cherished family gatherings, and quality time with her fur children Molly, Charlie, and Bojangles.
With over 15 years as a competitive gymnast striving for the U.S. National team, Ian has spent the past decade coaching and mentoring young gymnasts in Eugene. During this time, he attended the University of Oregon, where he studied Psychology and Business, earning a degree in Psychology. After his gymnastics career, Ian pursued his interest in wealth management, completing financial training courses to achieve his SE-AWMA® certification. At Finley Davis, Ian continues to fulfill his passion for helping people achieve their financial and life goals.
Sydney is a detail-oriented paraplanner pursuing her security licenses and the CFP® certification to become a financial advisor. With a passion for helping others achieve their financial goals, she is dedicated to mastering the intricacies of financial planning. Sydney’s meticulous nature and strong analytical skills allow her to provide comprehensive support to the Finley Davis Firm. Outside of her professional pursuits, Sydney finds joy in spending quality time with her husband, Keegan, and German Shepherd, Maggie.
In her role as our Client Relationship Specialist at Finley Davis Private Wealth, Brittany demonstrates exceptional proficiency in fostering strong connections with our clients, delivering tailored and top-tier service. She plays a vital role in proactively addressing client needs with clarity and diligence and has a passion for ensuring everyone feels welcomed and valued. Outside of the office, Brittany enjoys discovering new camping locations around Oregon with her husband, Justin, and her fur child, Bernard.
Shanna, our Business Development and Marketing Strategist at Finley Davis Private Wealth, bridges her background in marketing and finance to effectively reach clients and enhance brand awareness. Leveraging personal insights and professional expertise, she fosters community relationships and builds strong connections with trusted advisors, ensuring comprehensive financial solutions for our clients. Shanna is also deeply involved in community health and education initiatives, empowering future generations to promote well-being. Outside of work, Shanna balances her roles as a wife and parent while dedicating herself to community involvement.
At Finley Davis, we believe our clients deserve nothing less than the best. That’s why we recruit top talent who share our commitment to excellence, innovation, and personalized service. Join our team of industry leaders in a supportive and collaborative environment where your success is our priority.
Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.
