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Who are we?


Advisor/President: TJ Davis

Advisor: Nichole Zahner

Client Relationship Manager: Samantha Gunderson

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Who are we?


Advisor/President: TJ Davis

Advisor: Nichole Zahner

Client Relationship Manager: Samantha Gunderson

Who are we?

Finley Davis Financial Group is an independent provider of financial investment services. Our experienced team believes that we can leverage our considerable financial knowledge to provide our clients with a relationship based investment process. This process makes the investment experience and the relationship with your trusted advisor one you can count on for creating a long-term financial future.

TJ DAVIS - Advisor/President

My passion for wealth management began in 2003. I started my firm wanting to help business owners and families understand their financial picture and successfully transition out of their companies. Coming from a family which was not extremely knowledgeable about finances, they depended on a financial advisor for their business planning. Not knowing any better, they received and followed contemptible advice, eventually bankrupting their business. Since this time, my mission has been to help business owner’s protect and fully unlock the potential of their companies. I was taught to plan for the worst and expect the best, making it easy for me to help clients establish a holistic plan that covers all aspects of life.

Being a Eugene native, my family and I love to take advantage of all the beauty Oregon has to offer including: biking, boating, hiking, and wine tasting. I enjoy telling people that “I save people’s lives,” similar to my friends and family in the medical field, who actually do just that. I believe that by helping clients make the right choices today, I give them the financial freedom to access better healthcare and quality of life for tomorrow… extending or “saving their lives.” This is my passion.

NICHOLE Zahner - Advisor

Nichole believes personalized service is essential when helping clients find a retirement plan that fits their needs. As the Marketing Liaison, she has the responsibility of not only pairing new clients with Finley Davis Financial Group, but communicating the importance of personalized financial planning with exemplary customer service.

Samantha Gunderson - Client relationship manager

As a Client Relationship Manager, Samantha enjoys working alongside TJ Davis to make sure all the clients financial goals are met through the technology of a Retirement Analysis and Riskalyze. Her favorite part of the job is knowing that the clients are being well taken care of and she loves seeing the personalized one-on-one service that is offered to each client. Working in the finance industry for over three years, Samantha understands and acknowledges the importance of a well-developed financial plan and that is why she loves working Finley Davis Financial Group.

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Our Difference - The Investment Process


Our Difference - The Investment Process


Our Difference – The Investment Process

Finley Davis Financial Group is an independent provider of financial investment services. Our experienced team believes we can leverage our considerable financial knowledge in order to provide our clients with a relationship based investment process. This process makes the investment experience and the relationship with your trusted advisor one you can count on for creating a long-term financial future.

We listen.
Our goal is to help you articulate your personal needs and wants for you as an individual or business.  Whether you are looking to sell your business, retire early or pay for college education, we help determine what is important to you. We design the ideal investment portfolio based on a financial plan that we help you implement.

We look at the whole investment picture.
If you go to an Insurance Broker for financial security you will get insurance solutions for your assets. If you go to a Certified Public Accountant, you will get tax solutions for your assets. At Finley Davis Financial Group, you get solid investment advice and innovative solutions that utilize insurance, tax, and financial solutions. We specialize in creating a custom portfolio for each of our clients. Just as no individual or business is the same, your investment portfolio should not be the same either. 

We offer an extensive investment portfolio. 
Our independent financial group has the flexibility of providing solutions that are not bound by a large corporate structure. This gives our firm the opportunity to offer unmatched service and investment offerings that create that “one-of-a-kind” portfolio for your financial success. We give our clients access to institutional money managers with institutional pricing.  

If you think you may want to protect your assets, now or in the future, please give us a call at 541-342-2224 to schedule an appointment.

For further information, please see Experience and Who Are You?

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Experience


Experience


Experience

Our company history begins in 1981 with our founder Steven W. Finley. We started with the belief, which we hold true to this day, to advise, help protect, and manage wealth for our clients. We are proud to say that we are a locally owned Eugene firm and we reinvest our earnings back into the Eugene and Springfield economy. We specialize in planning for the future; we know that maintaining a close working relationship with our clients is just as important as the expert financial advice, services, and solutions we provide. No matter where you are at in your financial planning path, we are here to help guide you through the maze and assist you in order to reach your destination. We are dedicated to providing the best service to our clients. At Finley Davis Financial Group, Inc. our mission is to completely understand your financial situation to help you attain your path in achieving the lifestyle you desire.