Call: 503.293.3774
Email: nengstrom@eaglestrategies.com
CA Insurance License: #0D37416
Nathan Engstrom, CLU®, CFP®
Founder, Financial Advisor
Nathan Engstrom is the Founder of Legacy Wealth Partners, bringing over 30 years of experience in financial planning and wealth management. As a CERTIFIED FINANCIAL PLANNER® (CFP®) and a graduate of Oregon State University's business school with a major in finance, Nathan has built a reputation for his specialized knowledge in advanced estate and business planning strategies. His extensive experience enables him to skillfully guide families and business owners in mitigating taxes, optimizing wealth transfers, and securing financial legacies for future generations.
Nathan’s approach to financial planning is comprehensive, prioritizing his clients' needs for sustainable wealth management and efficient tax strategies. He offers insights into complex business structures, ensuring seamless transitions that help preserve family wealth across generations. His strategies are designed to provide peace of mind to clients, knowing their legacy is in capable hands.
Outside of his work, Nathan enjoys oceanic fishing off the Oregon coast. When not on his boat, he treasures time spent with his family—his wife, Heather, and their two daughters, Lily and Kyla.
Call: 503.380.3426
Email: jthelin@ft.newyorklife.com
Jade Thelin, CLU®
Founder, Financial Advisor
Jade Thelin is the dedicated co-founder of Legacy Wealth Partners, bringing 20 years of experience in financial planning and wealth management with a focus on empowering business owners and employees to reach their financial goals. Known for building deep, trusted relationships with business clients, Jade provides customized financial solutions that support all aspects of business planning and growth.
Jade’s deep knowledge of life insurance serves as the foundation of his planning work, helping clients protect what matters most while creating pathways to achieve their long-term goals. He integrates this expertise into holistic strategies custom tailored to his clients needs and objectives. Whether clients are growing their business or their family, Jade ensures they have a plan to preserve and protect what matters most.
Outside of work, Jade is passionate about family life, enjoying time with his five children and dog. An avid golfer, he balances his professional dedication with a love for family and recreation.
Call: 503.293.3774
Email: jgale@eaglestrategies.com
Jeff Gale, CFP®
Associate Financial Advisor
Jeff Gale, a CERTIFIED FINANCIAL PLANNER® (CFP®), serves as the Director of Investments and an Associate Financial Advisor at Legacy Wealth Partners dedicated to helping clients achieve their long-term financial goals. With 8 years of experience in wealth management and financial planning he is dedicated to helping clients achieve their long-term financial goals. Jeff began his career as an investment analyst researching fund managers and building institutional portfolios. After receiving his CFP® designation he transitioned to working with individuals and families on their personal financial planning needs.
A graduate of Oregon State University with a major in finance, he specializes in investment management and selection, creating and trading portfolios designed to meet our clients needs for growth and income.
Outside of work, Jeff enjoys outdoor activities such as skiing and golfing.
Jared Tevis, CFP®, MSF, ChFC®
Financial Advisor
Jared Tevis is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Financial Advisor at Legacy Wealth Partners. He uses his advanced education, expertise, and experience of 10+ years in the industry to provide value for pre-retirees, professionals, families, and small business owners/entrepreneurs. Jared’s holistic approach to financial planning and his passion for serving his clients through all stages of life ensures that their long-term financial security and best interest is always top of mind.
Jared is a graduate of the University of Arizona where he studied finance at the Eller College of Management and was a former football scholar-athlete serving as the Wildcats’ defensive captain. Jared remains passionate about helping athletes increase their financial literacy and protect their assets. Following the move from his home state of Arizona to the Pacific Northwest, Jared went on to earn his Master of Science in Finance degree at the University of Portland and marry his wife, Katie.
Outside of work, Jared enjoys snowboarding at the mountain, staying involved in athletics, volunteering his time, exploring Oregon wine country, and of course spending time with his 2 dogs and cat.
Strategic Alliances
Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Nathan works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, Nathan, Jade, and Jared provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Nathan, Jade, Jared, and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.
8020 SW Pfaffle Street Suite 100
Portland, OR 97223