The Partners Group, a leading Northwest based financial and insurance consulting firm, announces promotions in their Retirement Plan Services Department. Nicole M. Pond, CBFA®, has been promoted to Managing Consultant and Partner. Emily Roselle, CRPS®, has been promoted to Account Manager, and Adriana Roman was promoted to Administrative Coordinator to assist the retirement team.
Pond is an experienced professional with over 10 years of financial service experience, adding valuable perspective to client service and strategic support. She also was recently named a Top Women Advisor by the National Association of Plan Advisors. Gary Alton, Managing Partner of the Employee Benefits Division, said, “Nicole has demonstrated the skills and commitment to lead The Partners Group’s retirement plan department and we are pleased she will direct the team and continue to develop business for The Partners Group.”
Rod Cruickshank, President & CEO said, “The strength of this growing division demanded additional resources and we are excited to have someone as committed as Nicole to lead our efforts around integrating retirement programs into a company’s overall benefit strategy.”
Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business consulting, retirement planning and investment services, commercial and individual insurance. The Partners Group has offices in Bellevue, WA; Portland, OR; Lake Oswego, OR; Bend, OR; and Bozeman, MT. For more information, please visit https://www.thepartnersgroup.com. 503-241-9550.
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.