About Us

Our Mission

We provide investment*, business, and estate planning** for business owners, executives, and affluent families.

We help them crystalize their goals and objectives and then work with their advisory team in taking action to complete the plan.

We are the catalyst in the planning process.

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Robert J. Fincham Jr. CLU®, ChFC®, MSFS

Financial Adviser


Professional Achievements and Memberships

New York Life Insurance Agent since 1986; Eagle Strategies Registered Investment Adviser since 1998; Consistent Council agent for 29 years; Served on the New York Life Agents Advisory Council three times and as President in 2011; Life and Qualifying member of the MDRT***.

Community Involvement

Rob currently serves on the Board of Directors for the Family Access Network Foundation, an organization dedicated to linking families to resources so the children can maintain school attendance and performance. Rob served as Chairperson for the St Charles Hospital Foundation in 2002 and 2003. Rob is a member of the Mt. Bachelor Rotary club and serves on the Foundation and Peace through Service committees.

Education

Graduate of Portland State University – Portland Oregon: Bachelor of Science Degree – Business Administration, emphasis in Advertising and Marketing. Graduate of The American College – Bryn Mawr, Pennsylvania: Master of Science in Financial Services.

Personal

Rob enjoys the Central Oregon outdoor lifestyle of golfing, hiking, and skiing. Rob is an avid performing and recording musician.


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Garrett Bergby

Agent and Registered Representative

I help people take clear, confident control over their financial lives so they can provide for their families, employees and their communities. This work has personal meaning for me.

I grew up watching my parents work hard to provide for our family. My childhood was a happy one but the ups and downs of the economy wore on my parents. They worked hard on their family business while managing significant medical challenges and raising two rambunctious kids. No family should have to deal with the financial stress my parents did. They didn’t need to make more money or even save more money. They just needed someone with the expertise and passion I now have to guide them through their financial lives.

This is not a job for me. It’s a calling.

My process is simple. First, I seek to understand you: your feelings about money, your financial goals, your dreams and what keeps you up at night. I also take a holistic look at your finances. I’m very thorough. I need a complete picture to give the best possible recommendations.

Whether you’re wondering how much you need to save to achieve your goals, which financial products make the most sense for you, or how to manage life’s risks, I’m here to help. I just hope that you’ll reach out to me today, the best time to prepare for tomorrow.


* All investment advisory services offered through Eagle Strategies LLC, a registered investment advisor.
** Neither New York Life nor Eagle Strategies or any of their representatives provide tax or legal advice.
***The Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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