LET US HELP SO YOU CAN FOCUS ON WHAT’S IMPORTANT
We create comprehensive and integrated strategies designed to grow and preserve your wealth so that you get to where you’re going, wherever that may be.
TPG is one of the largest independent Registered Investment Advisors in the Northwest. As a fiduciary, we operate with your best interests in mind.
INVESTMENT MANAGEMENT
Our team is focused on creating tax-efficient strategies to take into account your risk while working to meet the requirements of your financial plan. Our compensation structure is fee-based; because we are a fiduciary, our advice is unbiased, with your best interests in mind. We have experience in:
- Data-dependent asset allocation
- Tax strategies
FINANCIAL PLANNING
A financial plan isn’t just a document you stick in a drawer. It’s an ever-changing, organic strategy that should grow with you and your family.
We’ll discover where you are today and where you want to be tomorrow. We’ll sort out which options will help you achieve your goals and create a custom plan for you. As a partner with our investment management clients, we continue to monitor, update, and evaluate your plan to help you stay on target.
INDIVIDUAL LIFE & DISABILITY
It can be tricky to find a policy that fits your life. At TPG, we look at the options together to see the implications of each insurance solution. We’ll advise on what protects you the most today and in the long run.
Our insurance expertise includes:
- Life insurance
- Disability
- Long-term care
- Medical & dental
EXECUTIVE BENEFITS
Executive benefits are a big part of any company’s total rewards strategy. We’ll help protect your company as well as your key employees while giving you a competitive advantage for acquiring and keeping top talent.
With a focus on solutions rather than products, we design programs that align with your compensation philosophy and budget constraints. TPG takes a holistic approach to personal life, disability, and long-term care insurance planning for higher net worth individuals.
EXIT PLANNING
The Certified Exit Planning Advisor (CEPA) designation is for consultants who have been trained to advise owners of privately held companies on “what comes next” in their business’s succession plan.
Our CEPA consultants assist owners in understanding the value of their business; evaluating how ready and attractive their company is now; and identifying the gaps in wealth profit, and value – all with the goal of accelerating the growth of the business value before exit.
MEET THE WEALTH MANAGEMENT TEAM
Our team has experience, dedication, and a genuine love for helping their clients manage their financial wellness.
Meet Leah
Leah Burkhart
Insurance Service Associate, Wealth Management
Leah Burkhart
Insurance Service Associate, Wealth Management
Leah joined The Partners Group in 2008 and has over 15 years’ experience assisting teammates and clients with placing and servicing individual life and disability insurance policies.
Born and raised in Oregon, Leah graduated from the University of Oregon with a BS in business.
Leah is a member of the Junior League of Portland, an organization committed to meaningful community impact through volunteer action, collaboration, and training. Outside of the office, her favorite hobbies are spending time with family and friends, traveling, kayaking, and hiking.
Meet Sam
Sam Detke
Associate Wealth Planner
CFP
Sam Detke
Associate Wealth Planner CFP
A graduate of the University of Oregon with a degree in economics, Sam has a passion for working with clients to pinpoint what their goals are and creating plans to achieve those goals in the most efficient way possible. Sam joined The Partners Group with five years of experience in working with families to invest in their futures. With TPG, Sam manages client relationships, provides financial advice to individuals and households, and develops financial plans in partnership with families he serves. He received his certification as a Certified Financial Planner in 2021. Outside of work, Sam enjoys golfing and time with his wife, Brie, and French bulldog, Stella.
Meet Karl
Karl Harrop
Financial Consultant
CFP, AIF
Karl Harrop
Financial Consultant CFP, AIF
With over 30 years of experience in financial markets, Karl understands that wealth comes from risk management and prudent asset selection. He started his financial career in the trading pits of Chicago, where he worked with institutional management futures clients. He holds an M.S. in financial markets and trading from the Illinois Institute of Technology and a B.A. in economics from Louisiana State University. A father of five, Karl lives in Sherwood with his wife Jennie and fills his free time with their numerous activities.
Meet Chris
Chris Hockley
Client Service Associate
Chris Hockley
Client Service Associate
Chris received his BS in finance from Oregon State University, joining The Partners Group to begin his career in wealth management. Chris has proven to be resourceful and detail oriented, possessing a keen understanding of client needs. In his free time, Chris enjoys golfing, traveling, and trying new restaurants.
Meet Garrett
Garrett Johnson
Client Service Associate
Garrett Johnson
Client Service Associate
After receiving his BS in finance from Oregon State University, Garrett began his career working in insurance which complements his joining with The Partners Group. Garrett takes pride in his ability to solve problems quickly and efficiently, as well as acting as a resource for clients and co-workers. In his personal time, Garrett enjoys working outside and watching live sports.
Meet Brian
Brian Kelly
Insurance Specialist, Wealth Management
Brian Kelly
Insurance Specialist, Wealth Management
Brian brings over 25 years of expertise in the life Insurance, finance, and banking sectors to his new role as insurance specialist at The Partners Group. With a BA in finance from Indiana University, Brian’s most valuable skill lies in strategic problem-solving. Passionate about providing peace of mind, Brian takes pride in understanding his clients’ unique financial situations and crafting tailored solutions to help them achieve their goals. Outside of work, Brian enjoys volunteering at his kids’ schools and indulging in his personal interests, which include traveling with his family and exploring different cuisines from around the world. Brian firmly believes in the power of listening, empathy, and understanding to foster stronger and more productive relationships with clients and colleagues.
Meet Carrie
Carrie Maerz
Chief Compliance Officer, Wealth Management
Carrie Maerz
Chief Compliance Officer, Wealth Management
Carrie attended Pacific University for her BA in English and literature. She has been in financial services compliance for 10 years and identifies her determination and drive to do things correctly as her most valuable skill. Carrie is passionate about education as she wants to make sense of the regulatory world for her advisors. Outside of work, she ventures out with her two boys for quality family time.
Meet KC
KC Mink
Partner
KC Mink
Partner
Since joining TPG in 1997, KC has shared his expertise with families in areas he understands well: protection, savings, and growth. KC is recognized by his peers as a leader and by his clients as a thought leader. As an Oregon State graduate, his loyalties are now split between OSU and the University of Texas, where his youngest attends school and KC currently calls home. When not in the office, he enjoys being with his family, working on creating a real estate portfolio, and playing golf.
Meet Bob
Bob Noack
Wealth Management Consultant
Bob Noack
Wealth Management Consultant
Bob represents TPG’s Wealth Management division, helping families and companies access our services. For many years, Bob was instrumental in the growth of Columbia Threadneedle, and he expanded his investment expertise while at other investment managers. His University of Oregon MBA and past experience as an executive coach provide him a unique perspective on the issues companies and individuals face with their finances. As Teaching Leader for BSF (an international non-profit), he provides weekly leadership training and public speaking.
Meet Anne
Anne O’Keefe
Insurance Specialist
Anne O’Keefe
Insurance Specialist
Anne provides expertise in life insurance, disability insurance, and long-term care. She works with individuals for personal coverage, and also with businesses needing coverage for key people and executives. Her 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. Anne received her degree in business administration and marketing from Ohio State University.
Meet Sheryl
Sheryl Olson
Financial Planner
ChFC
Sheryl Olson
Financial Planner ChFC
With more than 30 years of experience, Sheryl has learned that wealth creates opportunities and challenges. She uses her education and background in social work in her approach to providing holistic financial planning and asset management to her clients. She focuses on building long-term relationships to meet goals and provide peace of mind.
Sheryl lives in Portland with her husband. She spends her personal time traveling with friends and family, gardening, hiking, and capturing the beauty of the world in photography.
Meet Deb
Deb Pellati
Wealth Planner
Deb Pellati
Wealth Planner
With over 30 years of experience in the financial markets across Canada, the US, and the Cayman Islands, Deb thrives in challenging, fast-paced environments. She excels under pressure and is enthusiastic about collaborating with clients. Deb’s approach is rooted in curiosity — listening and asking the right questions to deliver the best outcomes. She has served on the boards of Dress for Success and the Artists Repertory Theatre and is a member of the WomentoWomen Networking group. Outside of work, she enjoys theatre, art museums, and traveling the world.
Meet Lauren
Lauren Reed
Director of Wealth Planning
CEPA, CFP
Lauren Reed
Director of Wealth Planning CEPA, CFP
Lauren joined The Partners Group in 2013 and has more than 15 years of experience in financial planning and comprehensive wealth management. She believes that the way we feel and think about money drives our decisions and she has a passion for helping clients achieve their dreams. Lauren has a degree in business finance from Oregon State University and earned the Certified Financial Planner™ designation in 2009 and most recently has earned her Certified Exit Planning Advisor designation. Outside of work, Lauren enjoys traveling, cooking, hiking, and exploring the Pacific Northwest with her husband and daughter.
Meet Stuart
Stuart Robertson
Portfolio Manager
Stuart Robertson
Portfolio Manager
Since receiving his BS in accounting from the University of Oregon, Stuart has worked for more than a decade in the wealth management industry, spending a majority of that time in portfolio management working with high net worth individuals and institutions. He is also pursuing his Chartered Financial Analyst designation. Outside of work, Stuart likes skiing in the Cascades, wine tasting in the Willamette Valley, and enjoying the vibrant food scene in the Pacific Northwest.
Meet Erica
Erica Smiley
Operations Manager
Erica Smiley
Operations Manager
Erica joined The Partners Group in 2016 with over 25 years of experience serving clients in the financial services industry. Prior to that, she worked in client servicing roles for Northern Trust Company and Atlantic Trust in Chicago. She graduated from DePaul University with a B.S. in business. In her free time, Erica enjoys cooking and spending time with her family.
Meet Geneva
Geneva Stegemoller
Wealth Management Consultant
Geneva Stegemoller
Wealth Management Consultant
With more than 20 years’ experience in the financial services industry, Geneva knows what is needed to navigate the challenges our clients may encounter as they plan their futures. Geneva loves to develop relationships with successful individuals, families, and business owners looking for a trusted financial partner. Outside the office, Geneva volunteers with several non-profit organizations such as Associated General Contractors, College Possible, and Jesuit High School. Her favorite hobbies are cooking, golf, and exploring the Pacific Northwest.
Meet John
John Woolley
Managing Director & Chief Investment Officer
CEPA
John Woolley
Managing Director & Chief Investment Officer CEPA
John’s experience in finance spans both public and private capital markets over a 35-year career. A graduate of Middlebury College with a B.A. in economics and an MBA from the University of Oregon, John believes strongly that his work with clients matters. “Our finances are first and only an emotional topic. When a client feels known and understood, only then can a true trust relationship develop.” When not working with clients, you’ll typically find John waist-deep in a river hunting steelhead.
Meet Cathy
Cathy Wu
Client Service Associate
Cathy Wu
Client Service Associate
Upon graduating in the UK with an MA in English education, Cathy returned to Shanghai, China, to teach. In 2019, she moved to the US, beginning a career in finance and working as an assistant and then client service manager. Cathy is elated to be on the wealth management team at TPG, with its emphasis on client relationships, extensive financial knowledge, and strong team spirit. She loves traveling and has been to 11 countries. Outside the office, you can find Cathy and her husband hiking in Forest Park or exploring restaurants in the area.