Physicians Advisory Services

Physicians Advisory Services2020-05-26T11:17:13-08:00


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Safeguarding Healthcare Professionals for Over 35 Years

As the region’s largest insurance and financial services consultant for the healthcare community, providers and practices trust TPG Physicians Advisory Services to protect, save, and grow their wealth.

Our history in the healthcare industry runs deep. The Partners Group was founded on our desire to serve the Oregon medical community as the endorsed agent of the Oregon Medical Association in 1981, and we’ve been expanding our expertise into other regions for over 25 years. Our reputation as a trusted partner and leader in the Northwest allows us to serve over 20,000 healthcare professionals and 300 clinics.

What makes TPG Physicians Advisory Services special?

  • Created to meet the unique needs of physicians
  • Serving more physicians than any other firm in the Northwest
  • Decades of experience helping physicians at all stages of their career
  • In-depth understanding of physicians’ distinctive challenges and opportunities
  • Exclusive broker for the Oregon Medical Association and CNA Physician Protection Program
  • Partner of the Oregon Medical Group Management Association (OMGMA)


One Partner Advantage

Partner with a trusted team that understands how your insurance and financial needs fit into your overall plan. Whether you choose to work with us for one need or take advantage of multiple TPG divisions, our One Partner Advantage benefits all clients. It ensures we understand your bigger picture and can bring immediate strategies and solutions to help solve problems and grow.

As a fully integrated team of trusted specialists, we are available to work as your single source for insurance, financial, and consulting services. We call that the One Partner Advantage.



Products & Services

For physicians, we offer:

For medical clinics, we offer:

  • Medical Insurance & Self-Funded Health Plans
  • Dental Insurance & Self-Funded Dental Plans
  • Flexible Benefits Plans
  • 401K & Deferred Compensation Plans
  • Short & Long-Term Disability Programs
  • Life & Accidental Death Coverage
  • Voluntary Benefit Programs
  • General Liability, Errors, & Omissions Programs
  • Business Owners’ Insurance Packages
  • Directors’ & Officers’ Liability Insurance
  • Cyber Liability Protection – negotiated discount and enhanced coverages available exclusively to medical clinics


How’s your financial health?

Good? Great? Are you sure?

Get a no-obligation financial wellness check-up.

Contact us for an appointment.



Physicians Advisory Service Team

Carrie appreciates coaching our valuable insurance professionals to be the very best in the industry. Her reward is hearing all the glowing praises from our clients about our insurance team’s expertise, responsiveness and service commitment.

Carrie graduated from Portland State University with a Bachelor of Science, Finance. She is Series 7, 66, 9, 10, 24, 53 and P&C licensed. She started her career in 1990 by opening and growing her own insurance agency in Lake Oswego. Carrie sold her agency in 2000 and joined a global wealth management firm in Portland overseeing operations, compliance and human resources. Carrie has been an asset to The Partners Group since 2007.

Carrie has been a Habitat for Humanity volunteer for 17 years and enjoys helping deserving families get into a home of their own. In her free time, she enjoys hiking, biking, paddle boarding, and kayaking.

Contact: | 503.726.5668

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 an 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: | 503.941.4359

Jeff came to The Partners Group with experience as a Lead Account Manager for nine school districts in Oregon. He was an active enroller in over 30 districts each year, providing core benefit counseling, voluntary products, and retirement options to employees in the Oregon K-12 market. 

Jeff is a licensed Life/Health Producer in Oregon and Washington. He served on the Evergreen School District Medical Sciences Advisory Council from 2009-2013. Jeff is also a four-gallon blood donor.

In his free time, he enjoys activities with his wife Lashell and his two children. He also enjoys lifting weights, playing basketball, and following his favorite Philadelphia sports teams.

Contact: | 503.941.4355


Nicole joined The Partners Group with nearly 10 years of financial service experience working for a global financial services company. She earned a degree in Business Administration from the University of Oregon. Nicole enjoys traveling, cooking and camping and recently traveled to Australia. A native of the West, she embraces the Northwest culture of ease and sophistication.

  • Awarded National Association of Plan Advisors — (NAPA) Top Women Advisor3
  • Nominated for NAPA’s 2015 Top 50 Under 40
  • Holds series 66 securities licenses

Contact: | 503.726.5712

Austin utilizes his experience and industry knowledge to help medical clinics, health professionals and business owners navigate the commercial insurance markets. His broad skill set is a result of serving various commercial sectors from real estate to hospitality as well as meeting the personal insurance needs of individuals and executives. When he’s away from work, Austin enjoys watching the Trail Blazers, catching a Timbers game as well as playing a round of golf.

Contact: | 503.941.4394

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: | 503.726.5696

Adam joined The Partners Group in 2017 as a member of the TPG Ignite recruiting and training program. He worked in the Employer Services division before being promoted to Relationship Manager for TPG’s Physician Advisory Services division.

While working in Employer Services, Adam honed his skills in Employee Benefits and met with current and potential clients to discuss their needs. He is a knowledgeable resource for both customers and colleagues, ensuring TPG connects the right consultant to meet the customer’s needs.

Contact: | 503.941.4330

Tim brings extensive industry knowledge to TPG after 20 years’ experience in sales and account management. Most recently he was Managing Principal at RiskPoint Insurance advisors. Previously, Tim started and developed a full-service agency focusing on commercial markets in addition to providing employee benefits and personal insurance. In his role at TPG, Tim focuses on developing commercial business organically and integrating current clients into TPG’s suite of commercial services. He is also responsible for identifying new producers to grow the Portland Commercial Insurance team. Tim has a B.S. in Economics from Lewis and Clark College and is a Certified Insurance Counselor (CIC). When away from work, Tim enjoys traveling with his daughter, exploring central Oregon, and staying involved with Youth Sports. More details on Tim

Contact: | 503.608.3220

Roxanna is a licensed property and casualty insurance broker with more than ten years of business expertise. She has extensive background in management liability and medical malpractice. Roxanna earned a degree in both communications and social science from the University of Washington while working at Brown & Riding Insurance, one of the nation’s top wholesaler companies. Juggling a full-time job and school allowed her to build a solid foundation and the opportunity to learn all aspects of the insurance business. While at Brown & Riding she quickly advanced into an Account Management role where she gained hands-on experience. Consistently surpassing company efficiency and client retention objectives, she aspired to better serve her community with the tools she had gained. In 2015, Roxanna began working for The Partners Group.  Her goal is to grow the Healthcare Practice by offering her clients Clinical Risk Management solutions through an unconventional approach of total cost of risk evaluation. Roxanna is an analytical and conceptual thinker who is passionate and dedicated to serving the community. More about Roxanna.

Contact: | 425.467.3161

Mike brings 20 years of property and casualty insurance experience to The Partners Group. His primary focus is healthcare facilities and healthcare professionals, manufacturing, and real estate. Prior to joining TPG in 2014, Mike spent three years at a local brokerage building a book of business and 11 years at a national insurance company working in claims management.

Mike earned his Bachelor of Arts degree from the University of Washington and holds property and casualty, life, health, and disability insurance licenses.

Mike is a native of Washington and is very active in his local community. He serves as the Chair of the Independent Agents and Brokers of Washington Young Agents Committee. Mike enjoys the outdoors hiking, skiing, golfing, and boating with his wife and two children.

Contact: | 425.467.3152

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.