The Team

Turns out the formula for success isn’t a what. It’s a who. The Partners Group Team. In addition to years of industry experience, they invest in advanced training to stay ahead of the financial curve. Meet them here. Then get to know them in person.

Shawn O. Higley, CRPC®, - Managing Partner
With over 20 years of experience as senior vice president at US Bank and Wells Fargo, Shawn 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: / 503.726.5686

Shawn Higley is affiliated with Geneos Wealth Management, Inc.

JoAnne Sweeney - Director of Private Client Services
Carrie McHale - Director of Compliance and Chief Compliance Officer for TPG Financial Advisors, LLC
Samantha Balin - Personal Lines Lead Account Executive
Angie Britton - Account Manager
Ann Dean, ASCR - Personal Lines Account Executive
Michael Gallagher, CFA® - Portfolio Manager
Michelle Gallardo, AAI® - Personal Lines and Small Commercial Account Executive
Jeff Gates - Certified Financial Planner™
Lori Hedgecock - Personal Lines and Small Commercial Account Executive
Marc Kadomatsu, CFP®, ChFC®, CLU® - Wealth Strategies Team Lead
KC Mink - Board of Directors
Anne O'Keefe - Insurance Specialist
Karen Mason, RP® - Registered Client Services Associate
Sheryl Olson, ChFC® - Financial Planner, Partner
Nicole Pond - Relationship Manager
Lauren Reed - Certified Financial Planner™
Emily Roselle, CRPS® - Retirement Plan Service Specialist
Douglas K. Van Allen, CFP® - Senior Financial Advisor, Partner
Commercial Insurance - youteam
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