At Finley Davis, we love what we do. Global wealth management firms have their benefits, but we’re fiercely independent and proud of it.
We marry cutting-edge technology with rock solid money management solutions. We offer our clients access to all of the same services and solutions as global wealth management firms (i.e. trust services, lines of credit, checking accounts, institutional money managers). But because we leverage our talents and experience for people who live and work in our community, you receive a more personal level of care and the best of both worlds.
Our process begins by listening to you. We want to know about your life, your financial situation, your goals, and the challenges you face. From insurance to taxes, we help you articulate your goals and implement a plan to create your desired lifestyle.
Even though we spend our days managing assets and developing comprehensive portfolios, we are fundamentally a people-first business. We believe that long-term financial success starts with the relationships we develop with our clients.
To create sustainable solutions, we take your entire financial picture into account. Our plans integrate tax, insurance, and financial solutions so that you make the most of your money now and for years to come.
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 Johnson 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 fiancé, Keegan, and German Shepherd, Maggie.
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.