Our Team

From left to right: Scott Gatherum (Assistant Representative),
Antone Gatherum (Investment Advisor), Gail Hoien (Office Manager)
 

 

Introducing                                                                    
                    Antone J. Gatherum MBA, Ph.D., CFP®

 

It has been said that one is the sum total of their life’s experiences. I believe however, it goes beyond one’s own experiences to include those who are influential in our lives. Consequently, my story begins with my parents who’s values were influenced heavily by the “Depression”. During those hard years my parents through perseverance, thrift, and hard work were able to put my father through Utah State Agriculture College. Mom, despite not having had the opportunity to graduate from high school, saw the value of education and worked long hours in a laundry for 10 cents an hour to provide income. Dad studied hard and earned a degree in Soil Science. The most compelling circumstance in my mind is they did this while living in a tent in Logan, Utah, where winter temperatures of minus 20o F. and below are common and summer temperatures often exceed 100o F.

 
After graduating from high school, I had the opportunity of attending Utah State University where I met the next major influence in my life, my wife Joyce. Joyce’s life was shaped not only by her parents, but by the mid-American values of Council Bluffs, Iowa where she grew up. With the work ethic that we had developed, we both completed our bachelor degrees, Joyce’s in Education and mine in Food Science and Business Administration (double major). We have been married over 30 years now and life has been filled with interesting yet challenging times. Chief amongst them has been Joyce’s health. She has had to fight the affects of the debilitating disease of MS for over 20 years. Our path together has not been the easiest, but we have learned to pull together, each giving what they can, and for that our journey has been made easier and we have been indeed blessed.
 
At the time of our graduation from college we were already blessed with two children and over the next several years added four more to our family. As the parents of six children we found ourselves living in Los Angeles where it became clear that if we wanted to raise our children the way we desired we needed to make some changes. So at age 40 and with six children in tow we moved to Corvallis, Oregon where I enrolled at Oregon State University. Over the next five years with a great deal of support and help from my family I completed a MBA degree and subsequently a Ph.D. in Family Finance. Interestingly, but not unexpectedly, all six of our children have gone on to college.
 
Last but not least, Joyce and I have been given the opportunity to be the grandparents of some of the most precious grandchildren you’ll ever see.   We now see our mission in life is to impart those lessons of hard work, persistence, honesty, thrift, and belief in one’s self onto the next generation.
 
 
 
 
Introducing:                                                                    
                    Eric A. Cheney 
 

Eric works with individuals, families, and small business owners who value the expertise and unbiased perspective of a fee based independent financial advisor. Eric has made the career change from 25 yrs of engineering in the semiconductor industry, primarily with Hewlett Packard, to financial planning and investment advising by combining his passion for investing with his strong analytical skills and the rigorous academic standards of the University of Portland and the CERTIFIED FINANCIAL PLANNER board.  Eric is particularly well positioned to meet the demanding expectations of the technical professional community.

Eric takes the time to listen and understand each client’s objectives and provides the guidance and follow-up to help them achieve their goals.  This includes education funding, retirement and investment planning, small business retirement plans, and advising 401(k), 403(b), PERS and other retirement plan participants.

Eric works carefully to align each client’s investment portfolio with an accurate assessment of their individual risk tolerance. Portfolios are globally diversified across multiple asset classes using low cost securities that are expected to have either a tactical or quantitative rational for providing excess returns. Working as a completely independent investment advisor enables Eric to integrate the best mutual funds, exchange traded funds, third party money managers, and insurance products into a holistic client- centric portfolio solution for his clients.

Eric also does broader financial planning reviews with clients to help them optimize their employee benefits, insurance protection, and income and estate tax considerations.  

 

Education; 

  • Passed National CERTIFIED FINANCIAL PLANNER Exam Nov 2010 
  • University of Portland Pamplin School of Business; Executive Certificate in Financial Planning 2010
  • Securities and insurance licensed
  • MS Electrical Engineering University of Utah
  • BS Physics Whitman College 

Eric is a candidate for CFP certification.

 

Eric has lived for 25 years in Corvallis with his family which includes his son’s, Glen and Don, and his wife Julie. In his leisure time he enjoys various outdoor recreation activities and supporting the Beavers