Gary finds working with clients to solve their problems and protect their needs the most satisfying part of his job at The Partners Group. Gary was born and raised in Oregon and graduated from OSU in 1990. He spent 10 years working for a Fortune 500 insurance company before joining The Partners Group in 2000. Gary has a Life and Health license and both his Series 6 and Series 63 licenses. Gary currently sits on the Regence agent advisory board. His expertise includes benefit plan design, self-funding, life and disability planning, as well as executive benefit planning. In his free time, he enjoys playing golf and spending time outdoors with his wife and two kids.
Contact: email@example.com / 503.726.5722
Gary Alton is affiliated with Geneos Wealth Management, Inc.
Kim has extensive experience in client service, alternative health plan funding, compliance, open enrollment communication and project management. As Director of Employee Benefits, she oversees the delivery of employee benefit services to our clients and is committed to building long-lasting client relationships through excellent service and frequent communication. Kim is past president of the Oregon Cascades Chapter of CEBS, is a School Advisory Board Member at Hallinan Elementary School and coaches for Lake Oswego Soccer Club. She has a B.A. in Business Economics from Willamette University, is a Certified Employee Benefit Specialist and is a member of PAHU, PHRMA and ISCEBS. In 2006, Kim was recognized as The Partners Group Employee of the Year.
Contact: firstname.lastname@example.org / 503.726.5716
With more than 26 years of experience in the employee benefits field, Patty has designed and implemented health care strategies, integrated disability programs, alternative funding arrangements, retirement plans, paid time off policies, long-term care plans, and executive benefit programs for both large international corporations and small regional employers. Her collaborative approach to working with clients to help improve business performance has been the cornerstone of her career. Before joining The Partners Group, Patty was employed as a senior sales consultant and general manager with a Fortune 500 insurance company. Patty enjoys the opportunity to partner with her clients to design creative and innovative employee benefit solutions. Patty is a graduate of Oregon State University with a B.S. degree in Business Finance. She is a licensed Life and Health Insurance Consultant. When not at work, Patty spends time with her husband and three children. She is active in school fundraising, parent leadership and school sports.
Contact: email@example.com / 503.726.5718
Alisa has many years of experience in the insurance industry in Oregon. Prior to joining The Partners Group, Alisa worked for a large national carrier as a senior sales executive. In addition to employee benefits, she has a lengthy background in human resources both as a practicing professional and an HR consultant. Alisa received her degree in Business from the University of Redlands and her Master’s in Education from Portland State University. She has taught ethics courses through Portland Community College since 1999 where she was adjunct faculty, and to local insurance associations since 1997. Alisa also volunteers her time and is a member of the Multiple Sclerosis Society board. Alisa and her husband have a large family all located here in Oregon including 13 year old, Jessie.
Contact: firstname.lastname@example.org / 503.608.3228
With nearly 20 years of experience in health, life and disability insurance, Brad brings significant expertise in creating small- to medium-sized employer benefit programs. He holds a B.S. in Agricultural Science from California State University Fresno and is a NAHU/PAHU member. He is on the Healthnet Advisory Board. True to The Partners Group code, he always keeps his clients’ best interests in mind and spends his days helping people, whether it’s an individual who needs health insurance or one of his client groups that is looking for advice. Brad has two kids, two dogs, two houses and 32 acres of farmland to keep him busy.
Contact: email@example.com / 503.726.5710
Before joining TPG, Case was a business intelligence consultant working primarily with Fortune 100 companies. What Case enjoys most about his job at The Partners Group is the ability to coalesce financial data and business analyses into solutions that add value to the company’s clients. Case graduated from California State University, Fullerton with a B.A. degree in Business Administration: Finance. He appreciates and shares the sincerity and enthusiasm he sees in the people he works with at The Partners Group. In his free time, Case enjoys spending time with his wife and three children.
Contact: firstname.lastname@example.org / 503.726.5732
With more than 20 years of insurance industry experience, Liz has a history of delivering exceptional client service in alternative health plan funding, compliance, open enrollment communications, benefits industry rules and regulations, and more. She is the Redmond Rotary Club president until June 30, 2013, a Ronald McDonald House committee member and a member of the East Cascade Association of Health Underwriters. Liz has a B.S. in Business Administration from Portland State University and is a licensed Health and Life Consultant.
Contact: email@example.com / 541.728.0270
Before joining The Partners Group in 2007, Sarah worked for 11 years with one of Oregon’s leading health plans in a variety of sales, operation and management positions. Sarah has a wealth of healthcare experience working with large, complex employers. She enjoys building long-term relationships with her clients and partnering with them to create sustainable and valued employee benefit programs, custom incentives to promote employee health and wellness, and strategies to ensure compliance in a dynamic regulatory environment. She has a strong reputation for her commitment to service and a unique ability to communicate complex messages effectively to a broad audience. Sarah graduated from Western Oregon University with a degree in Communication and Business. Sarah is an active board member of the Portland Rose Festival Foundation and volunteers frequently in the community. Sarah is married with three young children and loves to spend time with family at the southern Oregon coast, water skiing and enjoying time together.
Contact: firstname.lastname@example.org / 503.726.5728
Zach came to The Partners Group with 11 years’ experience at regional benefits consulting firms, including a position as managing director of a northwest office. Dedicated to creating competitive employer health care plans that can succeed long-term, he now serves The Partners Group clients with health and benefits consulting, specifically for mid-sized to larger employers that are self-funded and have employees in multiple locations. He also provides financial reengineering of health plans, including deployment of wellness strategies to improve health and lower costs. An Oregon native with a wife and two daughters, Zach is on the board at Portland Children’s Museum and volunteers at Rieke Elementary. He has a B.S. in Finance from Oregon State University.
Contact: email@example.com / 503.726.5755
Traci came to The Partners Group with over 9 years of employee benefit experience. Traci has a unique skill set that includes client service, benefit communication, compliance regulation and process implementation. Traci has been a Life/Health/P&C licensed insurance producer for over 14 years. Traci is a graduate of Linfield College with a B.S. in Business Management. Traci is a very active member of the community; she has served on the Eugene Relief Nursery Auxiliary Board, coached numerous soccer teams, Lifetime member of the Order of the O and currently serves as a University of Oregon Hayward Field track volunteer. Traci is married, has 2 sons and 3 step-children. In her free time she enjoys traveling, skiing, cooking, motorcycling and decorating.
Contact: firstname.lastname@example.org / 503-726-5767
Before becoming a partner with The Partners Group, Gus was principal with both The Meacham Group and Baldwin Resource Group. At The Partners Group, he puts his nearly three decades of experience to work for clients in the health care and public sectors, assisting with risk assessment, alternative funding, self-insuring, joint purchasing and group long-term disability. Gus is a Fellow of the Life Management Institute, a past member of the Brokers Advisory Committee and a member of the Broker’s Advisory Committee for United Healthcare, 2010 to the present. He has coached wrestling and soccer and trained guide dogs for the blind. He has been married for 30 years and has three children.
Contact: email@example.com / 425.285.2314
Corinna received her Certified Employee Benefits Specialist (CEBS) designation in 2001. Since then, she has been of member of the International Society of CEBS as well as a board member of the Oregon Cascades chapter of which she is past president. When asked what she likes best about her job, Corinna said that she enjoys working with clients and providing exceptional service and value. When not at work, she enjoys traveling, gardening, home projects and spending time with family and friends. Corinna has more than 15 years of experience in the benefits consulting industry and is a licensed health insurance agent.
Contact: firstname.lastname@example.org / 503.726.5752
Mark entered the insurance business in 1988 as a sales consultant for one of the nation’s largest insurance brokerage firms. He has spent 15 years as an employee benefit consultant and manager of two Fortune 500 Insurance Companies before joining The Partners Group. Mark enjoys interacting with clients and members of our team to create the best solutions for a customer’s needs. He is an Oregon native and graduate of Oregon State University with a B.S. in Business Administration. When not at work, Mark enjoys fitness training and spending time with his family.
Contact: email@example.com / 503.726.5730
Before joining The Partners Group, Katie spent 15 years with a Fortune 500 insurance agency as an individual and group disability representative. Now she serves The Partners Group clients with self-funded health plans, employer wellness programs, life and disability plans, and long-term care plans. Katie has a B.A. from Oregon State University in Business/Finance and has Registered Health Underwriter (RHU) and Group Benefits Advisor (GBA) designations. She spent more than 14 years volunteering for school and sports programs, and also is a volunteer for SMART. Katie enjoys traveling, spending time with her family, hiking and trying new adventures whenever possible. She also loves working hard for her clients and building trusted, long-term relationships and partnerships.
Contact: firstname.lastname@example.org / 503.726.5714
As Consultant and Director of Health Care Reform & Compliance, Mark Rose is passionate about his clients and the services The Partners Group provides. He focuses on the health care, education and political sub division sectors, using his decades of experience to provide unparalleled employee benefits consulting, wellness plan design and employee engagement, legislative compliance and planning, collective bargaining support, and more. Mark is the governor-appointed director for Washington State Insurance Pool, committee chair for Pre-Existing Conditions Insurance Plan, Washington state legislative chair for the National Association of Health Underwriters and an advisory board member for Regence Blue Shield of Washington. He is involved in a number of non-profit and community organizations, including Families Like Ours and Treehouse for Kids. Mark is an avid cyclist!
Contact: email@example.com / 425.285.2301
Jennifer is an Employee Benefits expert, specializing in group benefits, specifically K-12 School District accounts. With over 15 years of Employee Benefits experience, Jennifer has developed a reputation for providing clients with excellent service. In addition to her group benefit experience, Jennifer has an extensive public service, sales and finance background. Jennifer is a graduate of Washington State University. When she is not at the office, Jennifer enjoys running, strength training, volunteering and spending time with her husband and two daughters.
Contact: firstname.lastname@example.org / 425.285.2307
On a mission to improve the well-being of our nation one employer at a time, Karla provides employee benefits plan design, organizational development, management systems and corporate wellness strategies. She has served the health insurance industry since 1994, and is a member of SHRM and PHRMA. Karla is the 2012 Logistics Chair for the Oregon/Washington American Heart Association Greater Portland Heart Ball and is a member of the Oregon/Washington American Heart Association’s My Heart. My Life. Council. She graduated cum laude from Warner Pacific College with a B.S. in Business Administration and an M.S. in Management and Organizational Leadership, and is a Licensed Health Producer. Karla maintains her well-being through Krav Maga training and pursuing new educational and learning opportunities to continually add to her arsenal of expertise to deliver to The Partners Group, her clients and her classroom.
Contact: email@example.com / 503.726.5750