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So far Tom Trefry has created 25 blog entries.

New Benefits Account Executive

Bellevue, Washington, April 25, 2013 – The Partners Group (TPG) has added Jennifer Spencer to its Employee Benefit Division. She joins a team of seasoned professionals focusing on corporate and K-12 School District accounts. With over 15 years of experience, Jennifer’s proficiency lies in group and school district benefits. The knowledge that she has obtained, combined with her familiarity with the K-12 School District marketplace, make Jennifer a natural fit to help support TPG’s group benefit clients in the state of Washington. Jennifer has developed an extensive public service, sales and finance background in addition to her group benefit experience.

Previously, Jennifer was the Vice President of Group Benefits for The Meacham Group, which was acquired by Bellevue-based Baldwin Resource Group in 2006. In 2011, Baldwin Resource Group merged with The Partners Group. “For over 11 years, Jennifer worked with me at The Meacham Group. During her tenure, we gained a reputation for providing excellent customer service while our customers and peers alike held us in the highest of regard. The success that we experienced and positive character we portrayed can be directly attributed to Jennifer. We are delighted to have her back as a member of the TPG family and look forward to the future success that she will bring to our organization.” Bill Meacham, Partner – The Partners Group.

The Partners Group is a leading, locally-owned, independent, financial services, risk management and employee benefit consulting firm. We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions.

Note: Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC Advisory Services offered through TPG Financial Advisors, LLC, A Registered Investment Advisory Firm.

2016-10-25T14:30:12+00:00

New Risk & Insurance Specialist

Portland, Oregon, April 1, 2013 – The Partners Group (TPG) has added Alisa Brake to its team of employee benefit consultants. As a member of the strategic consulting team at The Partners Group, Alisa will guide employer clients through the complex health care jungle. Alisa and her clients will collaborate together in order to develop an employee benefit and total rewards strategy that will offer a competitive edge while attracting and retaining top notch talent.

Prior to joining The Partners Group, Alisa worked for a large national carrier as a senior sales executive. In addition to employee benefits, she has a lengthy background in human resources both as a practicing professional and an HR consultant. “As TPG continues to grow and the benefits world becomes more complex, Alisa’s diverse skill-set is a natural fit. Employers need more counseling and advice in order to navigate Health Care Reform, manage their benefits package and execute new programs. Alisa’s back ground, knowledge and consulting skills will align with the growing demands of our marketplace,” Gary Alton, Managing Partner, Employee Benefits Division.

The Partners Group is a leading, locally-owned, independent, financial services, risk management and employee benefit consulting firm. We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions.

Note: Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC Advisory Services offered through TPG Financial Advisors, LLC, A Registered Investment Advisory Firm

2016-10-25T14:30:12+00:00

New Benefit Account Manager

Portland, Oregon, November 14, 2012 – The Partners Group (TPG) has added Traci Gustafson to its employee benefit division. She will be joining the team of seasoned professionals focusing on small to mid-size employer groups. With over nine years of employee benefit experience, Traci’s expertise lies in client service, rules & regulation, benefit communication and compliance.

Prior to joining The Partners Group, Traci worked for one of the largest health plans in the region as an Implementation and Compliance Specialist. In addition, she developed a unique set of skills by leading an operational strategy process that reduced client turnaround time and better suited the expectations of her clients. This unique skill set will be invaluable as TPG continues to provide exceptional service to their clients. “With Traci’s extensive background of working for one of Oregon’s largest health plans, coupled with her client service experience, she will be a major contributor to our employee benefits team,” Gary Alton, Managing Partner – Employee Benefits Division.

The Partners Group is a leading, locally-owned, independent, financial services, risk management and employee benefit consulting firm. We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions.

Note: Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC Advisory Services offered through TPG Financial Advisors, LLC, A Registered Investment Advisory Firm.

2016-10-25T14:30:12+00:00

100 Best 2012

Portland, OR ( March 1, 2012 ) – The 19th annual 100 Best Companies to Work For in Oregon list is complete and the winners will be announced at the awards dinner on March 1, 2012, at the Oregon Convention Center. A total of 263 companies participated in this year’s 100 Best survey, which analyzes Oregon companies’ best practices toward creating great places to work. This year, more than 14,000 Oregon employees completed the survey.

The 100 Best list recognizes large, medium and small companies for excellence in work environment, management and communications, decision-making and trust, career development and learning, and benefits and compensation. The Partners Group is proud to be listed as one of the 100 Best companies to work for in the medium category. The Partners Group is a Northwest leading independent employee benefits consulting, wealth management and risk management consulting firm. The Partners Group has been on the Oregon Business Magazine Top 100 Best Companies to Work for List for eight years.

“The 100 Best project has been identifying great workplaces for almost two decades,” says Oregon Business Editor Robin Doussard. “It is truly one of the most meaningful awards a company can receive because it is the employees who decide those great workplaces.”

Oregon Business has conducted the annual study of best practices for the past 19 years. The survey has two parts — a satisfaction survey completed by employees and a benefits survey completed by management. Rankings are derived from scores of both parts of the survey.

Oregon Business is the only magazine covering statewide business issues in Oregon. Founded in 1981, Oregon Business is a nationally award-winning publication that focuses on the key issues facing companies of all sizes and sectors throughout the state.

Note: Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC Advisory Services […]

2014-07-01T16:33:16+00:00

Leading regional independents form collaboration

Portland, OR ( June 7, 2012 ) – Leading employee benefit consulting firms joined forces and formed Collaboration Centric Solutions (C2). C2 is a joint venture founded by: Kistler Tiffany Benefits, McGohan Brabender, MHBT Inc., The Partners Group and William Gallagher Associates.

Member firms joined forces for one sole purpose: strategic collaboration with carriers, vendors and members to create innovative product and service offerings while delivering greater quality and value to clients. C2 firms are now able to offer the widest variety of products and services to their valued clients.

With over 20 strategically-located offices throughout the country, this joint venture transforms regionally independent firms to the fifth largest privately-held employee benefits firm in the nation.

The member firms come together to form an uncommonly powerful employee benefit consulting firm. While the majority of the marketplace is served by big box national firms with little ability for unique products and services, C2 member firms will stay true to their roots and become a stronger independent firm, with global reach and local touch, in order to meet the increasing needs of their growing client base.

“C2 is a refreshing approach to the increasingly commoditized public firm strategy of consolidation nationally. The more the nation bends to this consolidation the less impactful local service and relationships become. C2’s vision comes at the right time.” – Roderick B. Cruickshank, RHU, President & CEO, The Partners Group.

ABOUT Collaboration Centric Solutions – Collaboration Centric Solutions (C2) is a national company formed by leading independent employee benefit consulting firms for strategic collaboration with carriers, vendors and members to create innovative product offerings while delivering greater quality and value to clients. C2 is the nation’s fifth largest privately-held firm.

ABOUT The Partners Group – The Partners Group (TPG) is a Northwest‐based, locally owned firm. From Employee Benefits to Commercial Insurance […]

2016-10-25T14:30:12+00:00

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.