Welcome To Our Family, Based In Bend OR
Sure...every wealth management firm wants to tell you about themselves. We want to know about you first: your hopes, your concerns...your granddaughter's birthday. Helping life-long friends enjoy their best years is what motivates us every day. Family-owned and operated, our approach is pretty simple: We treat you like family.
With over 40 years experience, our team is always focused on our clients' needs, delivering high-quality solutions with a reputation for uncompromising integrity, ethics and professionalism. Based in Bend OR, we provide personal financial planning and private wealth management services in Central Oregon and throughout the USA.
Chad hand-picked an outstanding team with a driving vision: to provide uniquely personalized financial planning and wealth management services along with a focus on long-term, personal relationships. Since 1997 he has been a financial advocate for his clients, guiding and empowering them through life's constant array of changes.
"We have built a solid firm, designed to be here in the long run for our clients," says Chad.
Chad is continually expanding his knowledge by attending high-level education classes and has achieved multiple designations such as the Certified Financial Planner™ certification, Chartered Financial Consultant and Chartered Life Underwriter. Chad is sought out for his expertise and his ability to educate clients on complex financial concepts while helping them to reach their goals. From appearing as an expert on the local news to teaching his retirement planning course at Central Oregon Community College, Chad enjoys helping others understand the financial world.
Born and raised in the Midwest, Chad is a graduate of Luther College, located in Decorah, IA. He and his wife Cami moved to Bend OR in 2005 to be closer to family and to take advantage of the many outdoor activities Central Oregon has to offer. He enjoys snowboarding, hiking, soccer, traveling, volunteering and spending time with his family.
Certifications, Licenses & Registrations
Jerry treats each client as an individual, and with a personalized approach, takes the time to listen and understand their needs. That's why we're proud to have him as part of the Eagle Wealth Management team. Using a comprehensive financial planning process, Jerry guides clients through the three stages of wealth: growing, preserving and transferring.
"One-size-fits-all doesn't fit all," says Jerry, "so I enjoy matching my clients' needs with the best solutions to help meet their goals and dreams."
Jerry and his wife Deb have four children and ten grandchildren. They enjoy trail biking and hiking, gardening, cooking, traveling and reading historical autobiographies. Jerry also has an extensive personal background in community service and non-profit volunteering having been involved with more than 23 civic organizations.
Certifications, Licenses & Registrations
- Series 31, 63, 65 and 7
- Life and health insurance licensed
Cami is a true people person with the natural ability to make others feel at ease. That's why her primary focus is on client relations, marketing and strategic planning.
"I want our clients to feel every bit as taken care of as family," says Cami.
Chad introduced Cami to the wealth management business in 2003 after they became engaged. Well-matched, they quickly discovered a strong strategic fit with each other in the business. Cami is fully registered and an essential member of the Eagle team.
A native Oregonian, Cami attended Pacific Lutheran University, earning a Bachelor of Business Administration and a Bachelor of Arts in Psychology. Cami enjoys running, traveling, hiking, snowboarding, cooking, volunteering and spending time with her family.
Certifications, Licenses & Registrations
- Series 66 and 7
- Life and health insurance licensed
Terri is an extremely organized person who enjoys juggling the day to day duties of the office. With an extensive administrative background, working with clients at Eagle Wealth Management is the perfect blending of her experience and outgoing personality.
"I love getting to know our clients and their stories as each of them are unique," says Terri.
Terri moved to Central Oregon five years ago. Having lived in Hawaii for over 33 years, the small-town feel and incredible surroundings drew her to Bend OR. During her free time, Terri enjoys cooking, entertaining, country music, crocheting and exploring the roads of Oregon on the back of a Harley.