Physicians Advisory Services

Physicians Advisory Services2018-11-29T15:32:33+00:00

 

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Dedicated to Serving Physicians, Clinics & Hospitals for More Than 35 Years

You care for your patients with an unwavering dedication to their long-term well-being. TPG’s Physicians Advisory Services will do the same for you.

What makes Physicians Advisory Services special?

  • We were created to serve the unique needs of physicians.
  • We serve more physicians than any other firm in the Northwest.
  • We have decades of experience serving physicians at all stages of their career.
  • We speak your language and understand physicians’ distinctive challenges and opportunities.
  • We’re endorsed by the Oregon Medical Association. 
  • We’re a partner of the Oregon Medical Group Management Association (OMGMA).
     

 

Who We Serve

Founded solely to serve physicians and medical clinics, Physicians Advisory Services provides guidance to more than 20,000 physicians and over 200 clinics in Oregon, Washington and Montana. We provide unmatched expertise to help you protect, save and grow your wealth. And because we’re multi-specialists providing a single source for insurance, investments, retirement and employee benefits, you get a holistic approach from someone who sees the big picture.

 

Products & Services

For physicians, we offer:

  • Financial & retirement planning 
  • Debt & cash flow management 
  • Investment advisory services 
  • Life, disability & long-term care insurance
  • Long-term disability insurance
  • Individual medical/Medicare insurance 
  • Home, auto, boat/yacht & umbrella insurance  

For medical clinics, we provide:

  • 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 owner’s insurance packages
  • Directors’ & officers’ liability insurance

 

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 has more than 20 years of experience in insurance and financial services. 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: cmchale@tpgrp.com / 503.726.5668

Carrie McHale is affiliated with Geneos

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 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: jwoolley@tpgrp.com / 503.941.4359

Check the background of this investment professional on FINRA’s BrokerCheck

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: jcarrick@tpgrp.com / 503.941.4355

npond

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 7 and 66 securities licenses

npond@tpgrp.com | 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: aearly@tpgrp.com / 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: aokeefe@tpgrp.com / 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:  AJohnson@tpgrp.com / (503) 941-4330

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.