For over 40 years, Finley Davis has been consistently recognized locally as a distinguished financial firm in Eugene and nationally regarded as one of the premier financial firms in the Northwest. 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 Financial Group, 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 Financial Group. 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 Financial Group, 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.
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 Financial Firm. Outside of her professional pursuits, Sydney finds joy in spending quality time with her husband, Keegan, and German Shepherd, Maggie.
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. He is currently studying to sit for the licensing exams required to become a financial advisor. At Finley Davis, Ian continues to fulfill his passion for helping people achieve their financial and life goals.
In her role as our Client Relationship Specialist at Finley Davis Financial Group, 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 Financial Group, 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.
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© 2024. FINLEY DAVIS FINANCIAL GROUP. ALL RIGHTS RESERVED. SITE DESIGN.SECURITIES OFFERED THROUGH LION STREET FINANCIAL, LLC (LSF), MEMBER FINRA, SIPC. INVESTMENT ADVISORY PRODUCTS AND SERVICES OFFERED THROUGH LION STREET ADVISORS, LLC (LSA), AN INVESTMENT ADVISOR REGISTERED WITH THE SEC. LION STREET FINANCIAL, LLC AND LION STREET ADVISORS,LLC DO NOT PROVIDE TAX OR LEGAL ADVICE, AND ARE NOT AFFILIATED WITH FINLEY DAVIS FINANCIAL GROUP INC. REPRESENTATIVES MAY TRANSACT BUSINESS, WHICH INCLUDES OFFERING PRODUCTS AND SERVICES AND/OR RESPONDING TO INQUIRIES, ONLY INSTATE(S) IN WHICH THEY ARE PROPERLY REGISTERED AND/OR LICENSED.
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