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.
With over 25 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 holds a series 6, 7, 9, 10, 63 and 65 securities license and is a Chartered Retirement Planning Counselor℠. Shawn also has his life, health, long term care and property casualty insurance licenses. Shawn volunteers for the advisory boards of the Salvation Army Cascade Division and the White Shield Center. He has a strong passion for working with children with special needs and serving the physicians who support those children. He spends his personal time with his wife and three children. A few of his family favorites include trips to the Oregon coast, attending the Pendleton Round-Up in his home town, and bleeding orange at any and all Oregon State Beaver games. More details on Shawn
Contact: email@example.com / 503.726.5686
Shawn O. 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: 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 and equity investing, as well as in publicly-traded investments and portfolio management. He 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 at The Partners Group, John enjoys leading a team of subject matter experts assembled to address the unique challenges and opportunities of successful individuals, non-profits, and foundations. John holds a Series 65 securities license. Active in his community, John currently serves as Elder, Secretary, and Treasurer for his church, and 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
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.
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: email@example.com / 503.726.5660
Ann has an extensive 30+ year background in personal insurance, working with a diverse client base. Before joining The Partners Group in 2009, Ann worked for many years with several prominent agencies. She builds long term relationships with her clients and using a consultative approach, together they create customized insurance solutions. Ann has a stellar reputation with our carriers and her clients for providing an extraordinary level of customer service. Ann’s entire professional career has been as a licensed insurance agent in the Pacific Northwest. For the past several years, she has participated in a number of carrier user groups. She enjoys traveling and spending time with family and friends.
Contact: firstname.lastname@example.org / 425.467.3158
Michael Gallagher comes to The Partners Group with over 10 years of experience in Wealth Management at Morgan Stanley, with responsibilities ranging from financial planning to portfolio management. Gallagher earned his Chartered Financial Analyst® designation and is a current member of the CFA® Society Portland. He works closely with our Marathon Wealth team: Doug Van Allen and Karen Mason. Gallagher spends his time away from the office raising his daughters, playing soccer, learning to sail, fly fishing, camping, and cheering on the Portland Trail Blazers. More details on Michael
Contact: email@example.com / 503.941.4324
Michael Gallagher is affiliated with Geneos Wealth Management, Inc.
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
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.
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
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, 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: firstname.lastname@example.org / 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: email@example.com / 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: firstname.lastname@example.org / 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: email@example.com / 503.726.5712
Nicole Pond is affiliated with Geneos Wealth Management, Inc.
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.
After two years of personal insurance experience, Eric joined The Partners Group. He specializes in providing client service and comprehensive personal insurance advising. He graduated from the University of Washington with a B.A. in Political Science and International Studies. Eric spent a year teaching English to children and adults in Bangkok, Thailand and this experience has fostered his thirst for international travel. In his free time, Eric enjoys traveling, playing music and stays active in martial arts.
Contact: firstname.lastname@example.org / 425.467.3147
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.
Doug came to The Partners Group in 2013 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 advises 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. In addition, Doug specializes in helping people maximize their social security income. Outside of work, Doug is an active member in various community organizations. He is a member of the Financial Planning Association of Oregon and SW Washington, and currently serves as treasurer on the board of the Jefferson County Community Foundation. Doug enjoys spending time with his family, gardening and is an avid motorcyclist. He is an accomplished leather braider as well. More details on Doug
Contact: firstname.lastname@example.org / 503.608.3232
Doug K. Van Allen is affiliated with Geneos Wealth Management, Inc.
Shawna joined the Personal Lines department of The Partners Group in 2014 as an Account Manager, providing high level client service to all personal lines clients. Previously, she worked in a similar position at both State Farm and a firm in Hawaii. Shawna is both Property & Casualty Licensed and Life & Health Licensed. In her free time, Shawna enjoys baking, cooking, working out and attending boot camps. She has completed three sprint triathlons! Shawna recently got engaged and is excited for her future as a newlywed.
Contact: email@example.com / 503.941.4330