With over 20 years of experience as senior vice president at US Bank and Wells Fargo, he has extensive financial services expertise in estate, business and family wealth planning. He was featured in Portland Business Journal’s “40 under 40”, served as key note speaker at Nike and the Oregon Zoo, and is on the advisory boards for the Salvation Army Cascade Division and the White Shield Center. In addition to volunteering for the Salvation Army, Trillium Family Services and Oregon Community College Foundation, Shawn has worked as a community leader for Loaves & Fishes, Juvenile Diabetes Research Foundation, and Habitat for Humanity Tillamook and Portland Metro. Shawn has a B.S. in Business and a B.S. in Economics and Agricultural Science from Oregon State University, holds many securities licenses and is a Chartered Retirement Planning Counselor℠ . He enjoys spending time at the Oregon coast with his family.
Contact: firstname.lastname@example.org / 503.726.5686
Shawn Higley is affiliated with Geneos Wealth Management, Inc.
JoAnne has over 15 years of experience working in both operations and project management. Prior to joining The Partners Group, she worked for several large financial services organizations. Her unique client centric focus with a systems-based approach gives JoAnne the ability to tackle today’s dynamic and fast paced financial services landscape. Driven by her commitment to the families and businesses we serve, JoAnne is well equipped to further enhance the financial wealth, health and wellness reach The Partners Group has in the Pacific Northwest. JoAnne graduated from the University of Texas in Austin where she earned her Bachelor of the Arts degree.
Contact: email@example.com / 503.941.4316
JoAnne Sweeney is affiliated with Geneos Wealth Management, Inc.
Carrie has more than 20 years of experience. Before joining The Partners Group, Carrie was the administrative manager and an associate director at a leading global wealth management firm in Portland, overseeing operations, compliance and humans resources. Recognized as The Partners Group Employee of the Year in 2009, Carrie provides exceptional service in compliance, RIA and securities business, and personal lines insurance, and uses her inspirational energy to increase workforce productivity. She is a strong proponent of volunteerism, as evidenced by her work for Habitat for Humanity, the Portland Rescue Mission and the Oregon Food Bank. Carrie was born and raised in Oregon and has a B.S.in Business Administration: Finance from Portland State University.
Contact: firstname.lastname@example.org / 503.726.5668
Carrie McHale is affiliated with Geneos Wealth Management, Inc.
Samantha has over 10 years of personal insurance experience. Samantha’s area of expertise includes: client service, developing new business, leadership, advising high value property coverage and construction, earthquake & flood risk consultation. She has been a licensed Property & Casualty Insurance Producer in the state of Washington for over 10 years. Samantha is a graduate of the University of Washington, receiving her B.A. in English. In addition to her professional accomplishments, Samantha is an active member of the community by donating her time to the March of Dimes, the American Cancer Society, and her homeowner’s association. In her free time, Samantha enjoys yoga, reading, cooking and spending time with her husband and daughter.
Contact: email@example.com / 425.467.3163
With over 20 years of insurance experience, Angie is a veteran of the industry. She came to The Partners Group after serving a long tenure as a Personal Lines Underwriter for a large national carrier. As a key member of TPG’s Client Service team, Angie has perfected a set of skills that include; client service, decision-making and relationship building. Away from the office, she is a very active member in the community and enjoys several hobbies. Angie is an avid volunteer for Cat Adoption Team, a local non-profit organization, and goes out of her way to sew hand-made beds for the animal shelter. In addition, she enjoys creating mixed media art sculptures. Angie holds an Oregon Insurance License and has earned her Certified Insurance Counselor (CIC) designation.
Contact: firstname.lastname@example.org / 503.726.5660
Ann is The Partners Group personal lines account manager. She has been a licensed agent in Washington since 1981 and received her ACSR Designation in 1998. Ann is an active participant on the Encompass Regional Operating Committee, which helps provide quicker resolution to regional- and state-specific issues when placing business with Encompass. A Seattle native, Ann likes to travel and spend time with family and friends.
Contact: email@example.com / 425.467.3158
Michelle works in personal lines, with special expertise in tailoring policies to meet the needs of high net worth individuals. She has been honored with a two-year Five Star Award, is a recipient of the Safeco Personal Lines Achievement Award, and volunteers with the Oregon Food Bank. Michelle graduated from Portland State University with a B.A. in Marketing and Management. She holds key insurance licenses and is an Accredited Advisor in Insurance.
Contact: firstname.lastname@example.org / 503.726.5662
Prior to working as a Financial Advisor, Jeff had a successful career as a corporate executive. He has worked in the banking and finance industries and was most recently the assistant vice president for business development at Greenbrier Leasing. Jeff serves The Partners Group clients with retirement planning and investment management, including alternative investment strategies and risk management. He was a Summit Club Award winner in 2011 and has served on the Steering Committee for Lake Oswego Youth Lacrosse. Jeff has a B.S. in Business/Finance from Cal Poly San Luis Obispo and an M.B.A. from San Francisco State University. He is a Certified Financial Planner™ Jeff enjoys athletics, music and spending time with family and friends.
Contact: email@example.com / 503.726.5676
Jeff Gates is affiliated with Geneos Wealth Management, Inc.
Lori has worked in the insurance industry for more than 30 years on both the agency and the company underwriting side. She helps clients fill insurance gaps and assists small business clients with their business insurance needs. Lori is committed to serving her community through her work for Habitat for Humanity, the Oregon Food Bank and Christmas 4 Kids. Lori is a recipient of the Safeco Personal Lines Achievement Award. She enjoys singing in her church choir and looks forward to spoiling her first grandchild.
Contact: firstname.lastname@example.org / 503.726.5664
Marc joined The Partners Group in 2010 and has more than 10 years of financial planning experience. He specializes in guiding successful individuals and families through a process that coordinates every area in their financial life. His goal is to help clients obtain the freedom to focus on their family, business and passions by providing guidance and peace of mind in their financial situation. Marc is a member of the board of the Financial Planning Association (FPA) of Oregon and Southwest Washington. He is a leader of the FPA NexGen Group, a community of young financial planning professionals within the Oregon and Southwest Washington FPA chapter. Marc enjoys volunteering and participating in Christmas 4 Kids, which provides underprivileged grade school children with a holiday shopping trip for themselves and their siblings. Marc also is involved in pro bono financial planning programs for low-income families. Marc received a B.A. in Economics with a minor in Management from the University of California Irvine. He has his Certified Financial Planner™ certification and a Chartered Financial Consultant® designation from the American College in Pennsylvania. When not working, he enjoys spending time with his family and friends, playing basketball, enjoying the outdoors of the Pacific Northwest and anything that involves eating or cooking good food.
Contact: email@example.com / 503.726.5738
Marc Kadomatsu is affiliated with Geneos Wealth Management, Inc.
KC has been part of The Partners Group team for 20 years. After graduating from Oregon State University, KC began his career in the insurance and financial service industry. He became a licensed insurance consultant for life, health, personal lines and, soon after, an investment advisor representative. KC is a graduate of the Business Professional Course, a two-year graduate level course on Co-ontegenic Structural Coupling, which involves business leaders around the world. KC has been a recognized sales leader for one of the country’s largest and most respected financial institutions. He works closely with his clients as a macroeconomic investment advisor, helping clients craft the conversation around their individual money decisions and leading The Partners Group by his exceptional example. KC is a member of NAIFA and AALU. He loves golf, family and visiting the beach.
Contact: firstname.lastname@example.org / 503.726.5688
KC Mink is affiliated with Geneos Wealth Management, Inc.
A personal insurance specialist, Anne offers expertise in life insurance, long-term disability insurance and long-term care insurance. She is responsible for communicating with OMA members about the benefits offered through our partnership, and consults with clients on individual life, disability and long-term care products. Anne received her degree in Business Administration and Marketing from Ohio State University. She holds her Life and Health license in Oregon and Washington. Before joining The Partners Group, Annie was an individual marketing consultant for a large insurance provider. She was honored as a Guardian disability sales leader in 2010 and 2011. When she’s not at work, Anne keeps very busy running, swimming, skiing, golfing and watching college football.
Contact: email@example.com / 503.726.5696
Karen joined The Partners Group with nearly 18 years of financial service experience working for Marathon Wealth Management, a TPG member company. Her distinctive skill set is highlighted by her attention to detail and passion for client service. Karen works closely with a talented team of professionals, enhancing the client experience and ensuring that financial goals are achieved. After earning her AS degree in Business Computer Programming Technology, Karen spent several years running her own small business. Karen is an active member of the community and enjoys gardening, making cheese, motorcycling and spending time with her family in her free time. Karen is a Registered Para Planner who has earned her Life & Health Insurance license in addition to several securities licenses.
Contact: firstname.lastname@example.org / 503.608.3234
Karen Mason is affiliated with Geneos Wealth Management, Inc.
Nearly 25 years of experience has taught Sheryl that wealth creates opportunities and challenges. And that the right financial partner can create peace of mind and confidence. Sheryl provides holistic financial planning, taking into account multiple aspects of an individual or family’s financial situation. She creates investment and risk management strategies and solutions that are aligned with specific objectives and monitors over the long-term to ensure that performance is in line with goals. Sheryl was awarded the Geneos Summit Club from 2007-2012. Before becoming a financial advisor, Sheryl practiced social work with children and families, directing a specialized foster care program for a community mental health agency in Omaha, Neb. She received her social work degrees from the University of Nebraska, and earned her Chartered Financial Consultant’s designation from The American College. Sheryl lives in Portland, Ore. with her husband. When she’s away from work, she spends time with family and friends, traveling, reading, beading, scrapbooking and exercising.
Contact: email@example.com / 503.726.5692
Sheryl Olson is affiliated with Geneos Wealth Management, Inc.
Nicole joined The Partners Group with nearly 10 years of financial service experience working for a global financial services company. Her skill set is emphasized by her ability to lead and complemented by her attention to detail, client service and strategic support for value-added consultation. Nicole serves as the technical specialist for TPG’s mid-to-large group 401(k) plans. Her experience working in a diverse environment is a valuable asset for TPG as she strives to provide strategic support for unique situations that clients may encounter. By combining personalized attention with sophisticated solutions, Nicole is able to strengthen relationships with current retirement plan clientele while enhancing a diversified book of business. She received her BS in Business Administration from the University of Oregon. In her spare time, Nicole enjoys traveling, camping and cooking. Nicole has earned her Life & Health Insurance license in addition to several securities licenses.
Contact: firstname.lastname@example.org / 503.726.5712
Nicole Pond is affiliated with Geneos Wealth Management, Inc.
A marketing specialist, Brandon offers expertise in life and disability insurance for Oregon Medical Association member physicians. Brandon is responsible for communicating with OMA members about the benefits offered through our partnership. Brandon received his degree in Sociology and Economics from the University of Oregon. Before joining The Partners Group, Brandon worked as a sales professional, most recently as business development manager focusing on business development, account management and customer service. When he’s not at work, Brandon keeps busy by coaching softball, mountain biking, hunting and fishing.
Contact: email@example.com / 503.608.3222
Lauren came to The Partners Group with a background in financial planning and investment management. She has a deep understanding of the industry and has developed an array of financial planning knowledge that includes estate, tax and college planning in addition to managing investments. Lauren received her BS in Finance with a minor in Psychology from Oregon State University. She went on to earn her Executive Certificate of Financial Planning from the University of Portland. Lauren has obtained her Oregon State Life & Health Insurance license, Certified Financial Planner™ designation and is FINRA™ Series 7 and 66 registered. A native of Portland, Lauren loves living in the beautiful Pacific Northwest and enjoys traveling, cooking and spending time with her family.
Contact: firstname.lastname@example.org / 503.608.3230
Lauren Reed is affiliated with Geneos Wealth Management, Inc.
As a retirement plan service specialist, Emily works in the Private Client Services Division serving plan sponsors and participants of our corporate retirement plans. She assists with everything from plan design, vendor searches, and plan implementation to participant requests for rollovers, operational requests, and a multitude of other client needs. Emily received a Bachelor of Science in Biology. She and her husband, Alex, make their home in Milwaukie, Oregon. She enjoys travelling, camping, working on home improvement projects, and of course, rooting on the Oregon Ducks.
Contact: email@example.com / 503.726.5684
Emily Roselle is affiliated with Geneos Wealth Management, Inc.
Doug came to The Partners Group with over 23 years of financial planning and wealth management experience. As the former president of Marathon Wealth Management, now a TPG member company, Doug advised individuals and small businesses on how to effectively achieve their financial goals, without taking undue risk. He enjoys educating his clients about investing and planning for their future. Outside of work, Doug is an active member in various community organizations. Doug is a member of the Financial Planning Association of Oregon and SW Washington and currently serves on the board of the Jefferson County Community Foundation. He was previously a director on the board for the Rosemont School for girls and the former chapter present and VP of programs for the Portland chapter of the national Better Investing organization. Doug enjoys spending time with his family, gardening and is an avid motorcyclist. He is an accomplished leather braider, as well.
Contact: firstname.lastname@example.org / 503.608.3232
Douglas K. Van Allen is affiliated with Geneos Wealth Management, Inc.