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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 70 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, Portland, and throughout the USA.


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Chad Staskal CFP®, ChFC, CLU
President

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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, helping to guide and empower 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. From 2013-2017, Chad served on the SII Investments President’s Council. This elite group of advisors shared ideas and feedback directly with the executives and president of SII, working to create the best client and advisor experience possible

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 CrossFit, playing soccer and softball, camping and spending time with his family.

Certifications, Licenses & Registrations

  • CERTIFIED FINANCIAL PLANNER™ (CFP)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Series 63, 66, 6 and 7
  • Life and health insurance licensed

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.


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Cami Staskal
Vice President

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

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. Cami spends much of her time at home, taking care of her and Chad’s three girls. She enjoys photography, camping, hiking, volunteering and spending time with her family.

Certifications, Licenses & Registrations

  • Series 66 and 7
  • Registered assistant with United Planners Financial Services.

 

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Terri Morates
Director of Operations

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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.

Working in the financial services field since 2007, Terri joined Eagle Wealth Management in 2010. From 2013-2017, she was a key member of an exclusive group of office managers that work with senior management at SII Investments on operational, procedural and tactical items in order to bring greater efficiency to the  advisor offices and clients. Winner of the 2013 SII Administrative Assistant of the year, Terri gives  everything she has to make sure clients are taken care of.

Terri moved to Central Oregon in 2005. 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, reading, and exploring the roads of Oregon on the back of a Harley.


 

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Mat Hunnicutt
MBA, AIF®  Financial Advisor

 

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When Mat began his career in 2001, he decided to focus on an area where he saw a void in the financial industry: advocating for the total financial well-being of his clients and their families. He earned his Accredited Investment Fiduciary designation to further this goal and focuses on applying the Global Fiduciary Standard of Excellence in every aspect of his work. 

Mat puts his clients’ best interests at the forefront of all his decisions. He takes the time to listen and understand his clients’ needs as he develops their comprehensive financial plans. Driven by their goals, Mat approaches each client relationship from a deeply analytical perspective while balancing the emotional impact of financial decision making at the same time.

“It’s a complex financial world and we’re here to help you make sense of it,” says Mat.

Mat has both a B.S. in Business Economics and an MBA in Quantitative Analysis from Willamette University. He enjoys traveling with his wife, Christina, and has two Brussel Griffon dogs keeping them busy. When he has extra time, he hunts, fishes, skies, runs, and anything else in the great outdoors.

Certifications, Licenses & Registrations

  • Accredited Investment Fiduciary (AIF)
  • Series 24, 66 and 7
  • Life and health insurance licensed

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Suzanne Daniel
CFP®, 
MBA

Client Relations

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

Her favorite part of the job is assisting clients. She takes the time to listen to their unique situation and concerns, always seeking to understand and support their life goals.

“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. They enjoy traveling, spending time with their families and all of the activities Central Oregon has to offer.

Certifications, Licenses & Registrations

  • Series 66 and 7
  • Life and health insurance licensed
  • Executive Certificate in Financial Planning

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Matt Hobson
Client Relations

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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 prepared him for his current role with Eagle Wealth Management in Client Relations.

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.

"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 running and stays busy with the activities of their two children.

Certifications, Licenses & Registrations

  • Series 66 and 7
  • Life and health insurance licensed

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Emily Silva
Administrative Assistant

 

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To Emily, relationships mean everything, which is why she insists on going the extra mile for clients. Even her degree reflects her passion for cultivating genuine, long-lasting connections: she earned her Bachelor of Arts degree in Social Science with a focus in Community Development and Leadership at Oregon State University Cascades.

 “My background in hospitality and event coordination helped me build a foundation for elevated customer service and attention to detail,” she says. “I’m eager to put my skills to work helping the clients at Eagle Wealth Management.”

Emily spent her formative years in northern Michigan and moved to Bend with her family in 2005. She enjoys gardening, hosting dinner parties, French films, kayaking and hiking with her 8 year old Australian Shepherd, Indie.


 Check the background of this investment professional on FINRA's BrokerCheck »
 

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