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.
Michael Gallagher joined The Partners Group in 2015 with over 10 years of experience in wealth management at Morgan Stanley, with responsibilities ranging from financial planning to portfolio management. Mike is passionate about studying and navigating the markets and helping clients achieve their individual goals. He earned his Chartered Financial Analyst designation in 2014 and is an active member in the CFA Society of Portland. Mike spends his time away from the office raising his daughters, playing soccer, fly fishing, backpacking, climbing, and cheering on the Portland Trail Blazers. More details on Michael.
Contact: firstname.lastname@example.org / 503.941.4324
Michael Gallagher is affiliated with Geneos Wealth Management, Inc.
Karl became a Financial Consultant at The Partners Group shortly after relocating to Oregon in 2011. With over 18 years experience in financial planning, insurance, and investment management, Karl understands wealth comes from risk management and prudent asset selection. Karl started his financial career in the trading pits of Chicago, where he spent five years working for institutional managed futures clients. He holds an M.S. in Financial Markets and Trading from The Illinois Institute of Technology and a degree in Economics from Louisiana State University. He also holds the Accredited Investment Fiduciary designation and is a CERTIFIED FINANCIAL PLANNERTM professional. A father of five, Karl lives in Sherwood with his wife, Jennie, and fills his free time with their numerous activities. More details on Karl
Contact: email@example.com / 503.726.5674
Karl Harrop is affiliated with Geneos Wealth Management, Inc.
With over 27 years of experience as Senior Vice President at US Bank and Wells Fargo, Shawn has extensive financial services expertise in investments, insurance, retirement planning, estate and family wealth planning. Shawn has two degrees from Oregon State University in Business as well as Economics and Agricultural Science. He attended Cannon Financial Institute CTFA Trust & Estate School completing Level I, II, and III. He also earned designations as a Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor℠ through The College of Financial Planning. Shawn holds investment licenses 6, 7, 9, 10, 63, 65, 66 and insurance licenses life, health, long term care and property casualty, home, and auto. Shawn volunteers for the advisory boards of the Salvation Army Cascade Division and the White Shield Center. As a father of two special needs children, he has a strong passion for working with children with special needs and serving the organizations, physicians, and providers who support those children. He spends his personal time with his wife and three children. A few of his family favorites include exploring Oregon, attending the Pendleton Round-Up in his home town, and cheering for his Oregon State Beavers. More details on Shawn
Contact: firstname.lastname@example.org / 503.726.5686
Shawn O. Higley is affiliated with Geneos Wealth Management, Inc.
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: email@example.com / 503.608.3234
Karen Mason 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.
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: email@example.com / 503.726.5688
KC Mink is affiliated with Geneos Wealth Management, Inc.
A personal insurance specialist on the Wealth Management team, Anne offers expertise in life insurance, long-term disability insurance and long-term care insurance. Anne’s level of experience and product knowledge gives her the ability to harness the marketplace for the benefit of our clients. Knowing how to customize products and which carriers work best with a client’s occupation and lifestyle allow her to work with individuals for the best coverage available to them. 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, Anne was an individual marketing consultant for a large insurance provider. When she’s not at work, Anne keeps very busy running, swimming, golfing, and watching college football.
Contact: firstname.lastname@example.org / 503.726.5696
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, Nebraska. 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. Nicole regularly consults with plan sponsors on fiduciary governance, investment menu construction, vendor fees and services, as well as plan design. Nicole’s experience provides unique solutions to situations clients may encounter. Her approach to consulting with clients can be expressed in two words: listen and deliver. Nicole’s team brings a valuable perspective to client service and strategic support, with a focus on value-added consultation. Nicole earned a degree in Business Administration from the University of Oregon. She holds series 7 and 66 securities licenses. In her spare time, Nicole enjoys traveling, cooking and camping. She most recently combined her three favorite pastimes while traveling along the east coast of Australia with her husband. More details on Nicole
Contact: firstname.lastname@example.org / 503.726.5712
Nicole Pond is affiliated with Geneos Wealth Management, Inc.
Lauren joined The Partners Group in 2013 with an extensive background in financial planning and comprehensive wealth management. Lauren enjoys working with her clients and building plans for the future they want while not taking unnecessary risks along the way. Lauren specializes in retirement planning, education planning, tax and estate planning in addition to managing client investments. A native of Portland, Lauren loves living in the beautiful Pacific Northwest and enjoys traveling, cooking, and spending time with her family.
Contact: email@example.com / 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: firstname.lastname@example.org / 503.726.5684
Emily Roselle is affiliated with Geneos Wealth Management, Inc.
Geneva comes to The Partners Group team with over 12 years of experience working as an independent contractor, where she helped clients with their personal finances. As a key member of TPG’s Client Services team, Geneva will be responsible for communicating with OMA members about the benefits offered through our partnership and focusing on business development for all the divisions of TPG. Geneva attended New Mexico State. Outside of the office, Geneva stays busy as an athletic director for St. Anthony’s Catholic School and as a volleyball coach and parent coordinator for the Portland Volleyball Club. In addition to these activities, she enjoys spending time with her husband, two daughters and son. Geneva enjoys working out, reading, cooking and watching the various sports and activities in which her children participate.
Contact: email@example.com / 503.726.5764
Geneva Stegemoller 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: firstname.lastname@example.org / 503.941.4316
JoAnne Sweeney is affiliated with Geneos Wealth Management, Inc.
John has a broad range of financial industry experience spanning nearly 30 years in areas such as lending, private debt & equity investing, as well as in publicly-traded investments & portfolio management. John graduated from Middlebury College in Vermont, earning a BA in Economics, and received an MBA in Finance, with honors, from the University of Oregon. He joins The Partners Group most recently from Key Private Bank where he was a senior portfolio manager and member of its national investment policy committee. As Director of Wealth Management, John enjoys leading a team of subject matter experts assembled to address the unique challenges and opportunities of successful individuals, non-profits, and foundations. Active in his community, John currently serves as elder, secretary, and treasurer for his church. He is a past board chair for the Oregon Children’s Theater and Three Rivers Charter School. When not helping clients, John can usually be found cooking BBQ, golfing, or waist-deep in a river fly fishing for steelhead. More details on John.
Contact: email@example.com / 503.941.4359