Team

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 the family CFO for his clients, helping to guide and empower them through life's constant array of changes.

"We never forget that we work for you, and the only measure of our success is YOUR success,” 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 builds strong relationships with peer advisors and dedicates time to share ideas, offer support, and provide feedback in a collaborative space.

Chad is sought out for his experience and his ability to educate clients on complex financial concepts while helping them to reach their goals.  From appearing on the local news to teaching his retirement planning courses 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 playing soccer, white water rafting, camping and spending time with his family.

Fun Fact: Chad was a four-year starter for his high school soccer team… a team so impressive that they only won a single game in those four years.

Certifications, Licenses & Registrations

• CERTIFIED FINANCIAL PLANNER™ (CFP)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Investment Advisor Representative
• Series 66
• Life and health insurance licensed

As a CERTIFIED FINANCIAL PLANNER™, Suzanne provides a fresh, empathetic perspective not only to her clients but to her coworkers as well.  Suzanne’s ability to find common ground with nearly all who come her way is something to be admired.  Suzanne takes the time to listen to client’s unique situation and concerns, always seeking to understand and support their life goals.  Clients can count on Suzanne to recall their upcoming travel plans or favorite hobby, and her analytical nature leaves no room for unanswered questions.

Suzanne discovered her passion for the financial services field in 2008 while working at a wealth management firm.  Witnessing the understanding, excitement, and often relief that clients felt when they worked together with a comprehensive financial advisor revealed the perfect career for her.

“Helping families unlock their dreams and reach their goals is such a rewarding part of what we do,” says Suzanne.

Suzanne brings with her years of experience in financial accounting, administration, non-profit fundraising and management, providing a solid range of skill to apply to her dream career.  Suzanne earned her MBA in 2002 from California State Stanislaus, her Executive Certificate in Financial Planning from University of Portland in 2009, and her CERTIFIED FINANCIAL PLANNER™ certification in 2017.

In 2007, Suzanne moved from California to Bend where she met and married her husband, Gabe.  They enjoy traveling, spending time with their families, and all the activities Central Oregon has to offer.

Fun Fact:  Suzanne traveled to 19 countries, on 4 continents, in a 4-month span. 

Certifications, Licenses & Registrations

• CERTIFIED FINANCIAL PLANNER™
• Investment Advisor Representative
• Life and health insurance licensed
• Series 66
• Executive Certificate in Financial Planning

Matt has a strong passion for the financial planning field and the desire to help others.  His past years of experience working as a financial advisor, as well as running his own small business, have uniquely prepared him for his current role with Eagle Wealth Management.

With his extensive knowledge of insurance and investment products, Matt helps ensure all our clients receive the highest level of service possible.  He focuses on preparing financial plans, maintaining client accounts, analysis, and client planning activities.  In everything he does, Matt always works to keep each client’s financial plan truly aligned with their life goals.   While he’s excellent at analyzing figures, Matt truly shines in understanding people.  His ability to empathize and consider all angles allows him to make educated decisions. 

"One-size-fits-all doesn't fit all," says Matt. "We treat each client as an individual at this firm."

Matt has a Bachelor of Science degree from Lewis and Clark College.  He and his wife Lynn are native Oregonians and have lived in Bend since 1992.  Matt enjoys trail running and stays busy with family & friends.

Fun Fact:  Matt ran the Boston Marathon

Certifications, Licenses & Registrations

• Investment Advisor Representative
• Life and health insurance licensed
• Series 66

Cami says she’s the VP of Miscellaneous Stuff. She juggles roles in marketing, finances, and strategic planning at the office, and spends much of her time at home taking care of her and Chad’s three girls.

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. With her prior experience in management, marketing, public relations, and human resources, Cami was able to make an immediate impact.

"I want our clients to feel every bit as taken care of as family," says Cami.

Originally from Silverton, Oregon, Cami attended Pacific Lutheran University in Washington, earning a Bachelor of Business Administration and a Bachelor of Arts in Psychology. She competed in cross country and track in college and still enjoys running; although now she uses CrossFit as her competitive outlet. An avid photographer, she is usually seen with a camera in hand and serves as Treasurer on the local camera club board.  She also enjoys camping, hiking, volunteering, and spending time with her family.

Fun Fact: As a huge Star Wars fan, Cami still owns a life-sized cardboard cut out of Han Solo that she’s had for over 20 years. Her favorite trick is to set it up in unexpected places to scare her family and friends.

Hans began his accounting career in 2004, and eventually took over the family accounting business in 2012.  His firm was built around long-term client relationships, a high level of customer service, and an absolute commitment to his client's success.

While he enjoyed the challenges of running his own firm, Hans’ search for a team environment where he could help his clients in a more comprehensive way led him to Eagle Wealth.  

“Taxes are an integral part of the financial planning process.  I’m thrilled to be at a firm that not only understands the importance of tax planning but also figured out how to integrate it with their financial plans,” says Hans.  “Comprehensive planning such as this is so valuable at every stage of life and can save clients money on taxes now and in the long run.  Not to mention add a greater peace of mind”

Hans is a native of Bend, Oregon and a graduate of Mountain View High School.  He attended the University of Puget Sound and received a bachelor’s degree in Business.  After working for a software company in Bend for nine years, he went on to receive an Accounting Certificate from Linfield College before becoming a Certified Public Accountant.

Hans enjoys spending time with his wife and two beautiful daughters and is an avid outdoor enthusiast with a particular interest in fly fishing, skiing, and mountain biking.

Fun Fact:  As a whitewater raft guide in his youth, Hans worked for a rafting company that did the stunt work for a movie being filmed in Bend (White Wolves: A Cry in the Wild II).  He’s even listed in the credits as a “Splash Technician”.
 

Christopher is a seasoned professional with extensive expertise spanning the breadth of accounting, with a particular focus on retirement tax planning, small businesses, and complex transactional work. If you’ve got a challenge, he’s the guy you want on your team.

His work experience varies from Grant Thorton, PricewaterhouseCoopers, and then business consulting.  However, craving the personal connections forged while working with diverse clients, Christopher began contracting with our team on a part-time basis a few years ago. We’re delighted he’s officially come on board as a Senior Tax Accountant.

On joining our team, Christopher said, “I’m grateful for the chance to join the crew at Eagle Wealth.  I observed them for two years in the background, seeing how they interact with clients. Witnessing their care and dedication made me feel like I'd found my perfect fit here.”

In addition to his wealth of experience, Christopher is currently pursuing his Certified Financial Planner certificate, eager to seamlessly blend his accounting acumen with the intricacies of financial planning.

A native of Bend, Christopher had his first season pass to Mt. Bachelor in 1976! A graduate of Mountain View High School, he went on to Dartmouth College earning a Bachelor of Arts in Chinese Language and Culture.  Five years later, he charted a new course at Portland State University, obtaining his Post-Baccalaureate Certificate in Accounting and becoming a Certified Public Accountant.

Married to his wife, Janet, for over 30 years, Christopher is a proud parent of two adult children. Now residing in Sandpoint, Idaho, he finds joy in skiing, fishing, hiking, and the art of baking sourdough bread.

Fun fact: Christopher was escorted out of China in June 1989, one day after Tiananmen, and asked to not return. This created a challenge for utilization of his degree and led him to move toward accounting!

With over 10 years of administrative experience, Virginia's background as an office manager sets her up to thrive in the client relations associate role.

Her warmth, patience, and can-do attitude are just a few of the reasons we’re excited to have her on board. Driven by compassion and kindness, Virginia offers a fresh perspective in the office. 

"I love talking with people and getting a snapshot of their lives. In my short time here, I’ve already seen the joy people have when they achieve one of their goals. It’s great to share in their happiness and be part of the team.” 

A New Jersey native, Virginia, has lived in Central Oregon since 2003. Before moving to Bend, she attended Bloomberg University in Pennsylvania and earned a bachelor’s degree in interpersonal relationships, focusing on communications. 

When she’s not in the office, you can often find her on a hiking trail or wandering in her backyard garden. As a seasoned river raft guide, she's no stranger to adventure! Virginia lives with her husband, 14-year-old daughter, and goldendoodle named Koosah. 

Fun fact: Virginia participated in Fife and Drum Corps for 10 years and won numerous medals in competitions.  She’s also performed in over 40 parades.

Kim was raised in Yakima, Washington.  Early on in life she was drawn to numbers and genuinely enjoyed math.  This led her down a path to earn a degree in Business Technology and Accounting from Perry Technical Institute.  Kim landed an office manager role at a Yakima CPA firm and stayed there for over 5 years.  An experienced tax professional, Kim has worked in the industry for over 10 years.

Seeking a change of scenery, Kim and her family moved to Central Oregon.  Kim’s knowledge made her a perfect fit for the office manager role at Doorn Accounting (now Eagle Wealth Accounting).  During her time there, she enjoyed building close meaningful client relationships.  

“My favorite part of my job is the people.” says Kim.  “Helping clients solve problems is so rewarding.”

Out of the office, Kim spends time with her teenage daughter exploring all that Central Oregon has to offer.  They love to plan day trips, discover new towns, and hike with their two dogs, Gizmo and Dot.  At home, these avid movie buffs love to settle in and “binge” a new film series. 

Fun Fact:   Kim found herself in Central Oregon by chance during a move to Arizona.  After some car trouble left her and her family in Bend, they enjoyed the community so much they decided to stay.  
 

Certifications, Licenses & Registrations

• Enrolled Agent (EA)

• Licensed Tax Consultant (LTC)

Jake, originally from Newberg, Oregon, had a lifelong connection to Central Oregon, often visiting Sunriver for family vacations.  His love for the outdoors – hiking, skiing, and playing basketball – drew him to the region.

Graduating from Oregon State University in 2017 with a BS in Finance and a minor in Economics, Jake entered the financial planning field. His early career at Northwestern Mutual focused on risk management and insurance planning, which he describes as the “defensive side of financial planning.” 

Jake’s passion lies in educating clients about their financial situations, empowering them to make informed choices.  He believes that having a solid financial plan eliminates fear from dictating decision making.   

His father was a financial advisor and taught Jake the importance of distinguishing between controllable and uncontrollable factors in financial planning.  From his mother, a teacher, Jake inherited a passion for education and patience. 

He explains, "I enjoy delving into each client's unique story, gathering and updating their financial data “pieces of their puzzle", and marrying the two to help them achieve their dreams.”

Jake lives with his brother, his brother’s girlfriend, and their sweet golden retriever, Jules.  He is Series 7 and 66 registered and is currently working towards his CFP designation.

Fun Fact - To make extra money in 2023, Jake drove for Uber & Lyft on the weekends.  He humorously likens this experience to Forrest Gump’s box of chocolates – filled with an array of stories and chances to hone his interpersonal skills.

Certifications, Licenses & Registrations

• Series 66
• Series 7

Hannah was born and raised the oldest of three daughters in a small town near Burlington, Vermont.  After earning her degree in Psychology at the University of Vermont, she worked as a Site and Event Coordinator for Baystate Financial, which gave her insight into the workings of a large financial firm. 

Hannah’s father is a financial advisor, so working in financial planning has always felt a little bit like home for her.  She understands the importance of planning at a young age and enjoys learning ways to become successful.

Hannah has a very social nature.  She loves getting to know people and their stories.  Her need for a change of scenery persuaded her to take a cross-country road trip, which brought her to Bend, and she never wanted to leave!

“Moving 3,000 miles away from home wasn’t easy.  Working for EWM has provided me that sense of community that all humans need to grow and thrive,” says Hannah.  “I love getting to know our local clients and have gotten so many good recommendations for exploring the area.”

Her love for efficiency and technology makes her a great fit as our Client Experience Coordinator.  Hannah also loves photography, writing prose and short stories, hiking, live music, horror films, road trips, and hosting dinner parties.

Fun Fact:  Hannah is a 9^th generation Vermonter.  One of her life goals is to visit all 50 states before she turns 30 – only 6 more states to go!

Early in her career, Wendy had the chance to interview financial advisors to discover why they love what they do. She would then create videos showcasing their stories and passions. It always resonated with her when they'd share something like, "I take it very personally and do everything I can to ensure that when someone tells me, 'This is everything I have, please help me make it last for the rest of my life,' I do whatever I can to make that dream happen." What a cool industry!

After earning her associate degree in accounting and bachelor’s degree in management and communication, Wendy started work in accounting. But she quickly realized she needed more interaction with people than with numbers. Wendy found herself chatting with the mailman every day just to have someone to talk to! Her next role was in communications for a large corporation, which brought her closer to her dream. For 17 years after that, Wendy worked in marketing and business development in the financial services industry, which is also when she met Chad and Cami! She eventually transitioned solely to business development and strategy. Now, at Eagle Wealth, she can work on business development and strategy while also adding back the marketing, which checks all the boxes for her.

“It's so cool to see how much joy the EWM team finds in their work; it feels like caring hearts focused on helping people,” boasts Wendy.

She was born and raised in Greenville, Wisconsin and made the "big move" ten minutes west to Hortonville when she bought her home. The amazing man in her life, Steve, makes her smile and laugh every day, and she’s so thankful. They have five grown children:  Justin, Brooke, Megan, Allison, and Emma. They also are thrilled to be grandparents of a beautiful, little granddaughter, Aurora.

Fun fact:  Wendy finds chaos and change enjoyable—for some crazy reason!

Jaclyn grew up near Madison, Wisconsin and graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration in Marketing.  Prior to joining Eagle Wealth, Jaclyn was a Marketing Communications Specialist for SII Investments, our former broker-dealer. 

She’s also done some work for two different tax firms.  Her eye for detail, passion for planning/organizing, and drive to make people happy have always been key to her success.  She takes pride in seeing people enjoying themselves at the events she helps plan. 

She feels financial planning is important for every family to consider at any stage of their lives.  “Family is very important to me.  Everyone at Eagle Wealth is so welcoming and caring that I feel very much a part of their family as well,” acknowledges Jaclyn.  “They truly care about their clients and team members.”

In her spare time, Jaclyn loves to watch and play sports or games with her daughter, son, husband, and mini Australian Shepherd.  She enjoys going for motorcycle rides with her husband, reading, music, and sharing new experiences with her children. 

Fun Fact:  Jaclyn loves to bake and has made some fun birthday cakes for her kids, such as an ATV for her son and a purse for her daughter.

Miranda's journey has its unique twists. She was part of our team for a couple years but took a break to prioritize her very young children with a schedule that better fit her family life. Miranda assured us she'd return to our team one day, and we never doubted it. Now, with her kids a bit older and a new remote setup, we're absolutely thrilled to welcome her back!

"It's wonderful returning to Eagle Wealth," exclaimed Miranda. "This firm genuinely cares for both its clients and its team members—it's what makes it so special."

Miranda makes our days a little bit brighter with her warmth and positive attitude. She’s a go-getter with ambition, an open mind, and a strong desire to learn.  Her years of customer service and organizational experience are a huge asset, and her dedication to family values makes her a perfect fit for our team.

Raised in Central Oregon, Miranda fast-tracked her career in the medical field, starting as an administrative assistant.  Through commitment and perseverance, Miranda climbed to managerial roles and discovered a passion for human resources, where she can help manage and optimize an organization’s greatest asset:  it’s people.  While she enjoyed healthcare, she’s excited to make the move back to a professional office setting.

Miranda fills her weekends with quality family time with her high school sweetheart, Brett, and their two young children.  Amidst the whirlwind of kids' sports and activities—soccer matches, wrestling meets, and competitive dance practices—Miranda still manages to carve out time to volunteer as the board Secretary for the local non-profit soccer academy.

When she's not wrangling kids, you can find Miranda enjoying Central Oregon by kayak or recreational quad ATV.

Fun Fact:  Every year, Miranda takes part in the Gambler 500, a trail cleanup competition. Participants drive cars valued at less than $500 through wilderness areas, hunting for trash to collect, all while hoping they don’t break down!

Mike DeRosa entered the financial services profession in 1999 and soon discovered his talent for compliance at the nation’s 7th largest broker-dealer network.  Working at SII Investments, our former broker-dealer, he first met Chad and Cami in 2008 as they launched Eagle Wealth Management.  For almost 15 years, Mike was the Assistant Vice President of Compliance, reporting to the Chief Compliance Officer for two firms supervising over 1000 advisors representing over 10 billion in RIA assets. Since leaving the corporate world, he’s worked as a compliance consultant and Chief Compliance Officer at other firms.

“For nine years at my prior job I had the pleasure of working with Chad and his team, watching Eagle Wealth Management develop into the premiere firm it is today.  I jumped at the opportunity to join this firm where I can actually help clients and advisors at an individual level — something pretty difficult to do in corporate level compliance.”

Mike’s extensive experience in compliance helps our firm navigate today’s regulatory environment and ensures our firm meets its obligations to our clients and regulators.  He proactively looks above and beyond the SEC requirements, working to stay on top of regulatory changes and training our team.  Mike’s busy behind the scenes so we can focus on what’s most important — guiding you along your financial journey.

Mike was born and raised in the Bronx, New York.  He earned a Bachelor of Science degree from the University of Wisconsin and now resides in Oklahoma. When he’s not writing procedures, monitoring accounts, or analyzing paperwork and surveillance reports, Mike enjoys cooking, outdoor activities, and travel.

Fun fact :  When Mike lived in Wisconsin, he made maple syrup from the trees on his property.