Meet Our Team

Rory Robison, CFP®, ChFC®

Financial Adviser

Rory received his Bachelor of Arts in Business Admisnistration from Northwest Christian University in 1996 and entered the financial services industry in 1999. With over 15 years of experience in the industry, Rory has built a successful relationship based practice working with individuals and business owners. Rory’s approach to financial planning keeps the client’s unique goals, objectives, and cirucumstances at the forefront; he partners with each client to crystallize their objectives, and provides holistic planning solutions, personalized to meet each clients’ needs. Rory’s specialties include wealth management, retirement income, estate conservation, business planning, and charitable giving.

Rory is a member of the National Association of Insurance and Financial Advisors, a Life and Qualifying member of the Million Dollar Round Table (MDRT)*.

In addition to his professional work, Rory currently serves as a board member of Relief Nursery, a local non-profit that focues on child abuse and neglect prevention; the Board of the Eugene Estate Planning council; and acts as an advisory board member to the Center for Leadership and Ethics at Northwest Christian University.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.

Mallory Henriquez

Mallory Henriquez is an assistant for Rory Robison of Eagle Strategies and has been with the company for about three years. Her roles include aiding Rory as needed, answering phone calls, scheduling appointments, and processing service work. She is responsible for facilitating daily tasks within the office and keeping everything running smoothly. Mallory is married to her husband, Nick Henriquez, and together they have a beautiful son, Sean. When she isn’t at work, Mallory enjoys camping, reading, and coaching baseball with her husband.

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October 17, 2019 @ 02:38 PM

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