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.
Ashley Gresham - office manager
With over twelve years in Client Project Management, Ashley continues to pursue a deep knowledge and personal relationship with every client she meets. Her experience with managing high profile and large funded projects for many years has taught Ashley the value in building a clear understanding of each client’s true vision and end goal, allowing her a very hands-on approach while navigating the outcome towards a successful reality.
In addition to her role as the Office Manager, Ashley is also directly involved with new and existing accounts and assists TJ and The Finley Davis Team to shape each client’s financial objectives. She is proud to be part of such an impactful factor in people’s lives and is working to become a Licensed Advisor in the near future.