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More than 3,000 families served
More than $800 million in assets
under management and advisement
Serving the Oregon Medical Association
as an endorsed agent since 1995
A partner isn’t the loudest voice in the room. A partner is the one listening.
We go beyond managing investments to creating integrated, holistic strategies designed to grow and preserve your wealth. With more than $800 million in assets under management and advisement and more than 75 qualified plans, we’re one of the largest Independent Registered Investment Advisors in the Northwest. We have the resources, experience and expertise to help you get there. Wherever “there” may be for you.
Our clients all have one thing in common: the desire to take control of their financial future and to work with a trusted team.
The Partners Group serves successful individuals and families seeking protection and wealth accumulation. Our clients come from all walks of life, including:
- Successful business owners and executives
- Families with generational wealth
- Physicians and professionals
- If you’re an OMA member, click here
Your financial life is about more than money. It’s about what it can do for you, your family and your future. Instead of buying and selling to satisfy quotas or push the financial product of the week, our team is independent and focused on creating integrated, holistic strategies to maximize performance and further your life plan. Our compensation structure is either fee- or commission-based, and our advice is unbiased, with only your best interests in mind.
Our advisory team has deep experience in:
- Investment management
- Asset allocation
- Tax strategies
- Estate planning
- Business succession
Our policy? Finding a policy that fits you. Your needs. Your life. Together, we look at the options, examine the choices, see the implications of each product within the big picture of your plans. Then we collaborate to determine what protects you the most today and in the long run. Our insurance expertise includes:
- Life insurance
- Long-term care
- Automobiles and motorcycles
- Watercraft and RVs
- Personal umbrella/excess liability
- Fine arts and jewelry
- Medical and dental
We believe that a financial plan isn’t something you stick in a drawer. It’s a living, breathing strategy that grows and changes with you and your family. That’s why our team creates customized plans based on your specific needs. We begin by creating a snapshot of where you are today and where you want to be tomorrow. Then we analyze which options will help you close that gap. Our recommendations are provided in a comprehensive written report and online through your own private, secure website. We continually monitor, update and evaluate your accounts to ensure you’re on target to achieve your objectives, allowing us to make any necessary changes in order to optimize performance.
See if we’re the right fit for you. Contact us for a complimentary consultation.
Turns out the formula for success isn’t a what. It’s a who. The Partners Group Team. In addition to years of industry experience, they invest in advanced training to stay ahead of the financial curve. Meet them here. Then get to know them in person.
John has a broad range of Financial Industry experience spanning nearly 30 years in areas such as lending, private debt and equity investing, as well as in publicly-traded investments and portfolio management. He graduated from Middlebury College in Vermont, earning a BA in Economics, and received an MBA in Finance, with honors, from the University of Oregon. John 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 at The Partners Group, John enjoys leading a team of subject matter experts assembled to address the unique challenges and opportunities of successful individuals, non-profits, and foundations. John holds a Series 65 securities license.
Active in his community, John currently serves as Elder, Secretary, and Treasurer for his church, and 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 steel head.
Contact: email@example.com | 503.941.4359
JoAnne has over 15 years of experience working in both operations and project management. Prior to joining The Partners Group, she worked for several large financial services organizations. Her unique client centric focus with a systems-based approach gives JoAnne the ability to tackle today’s dynamic and fast paced financial services landscape. Driven by her commitment to the families and businesses we serve, JoAnne is well equipped to further enhance the financial wealth, health and wellness reach The Partners Group has in the Pacific Northwest. JoAnne graduated from the University of Texas in Austin where she earned her Bachelor of the Arts degree.
Contact: firstname.lastname@example.org | 503.941.4316
Michael Gallagher joined The Partners Group in 2015 with over 10 years of experience in wealth management at Morgan Stanley, with responsibilities ranging from financial planning to portfolio management. Mike is passionate about studying and navigating the markets and helping clients achieve their individual goals. He earned his Chartered Financial Analyst designation in 2014 and is an active member in the CFA Society of Portland. Mike spends his time away from the office raising his daughters, playing soccer, fly fishing, backpacking, climbing, and cheering on the Portland Trail Blazers. More details on Michael.
Contact: email@example.com | 503.941.4324
Karl became a Financial Consultant at The Partners Group shortly after relocating to Oregon in 2011. With over 18 years experience in financial planning, insurance, and investment management, Karl understands wealth comes from risk management and prudent asset selection. Karl started his financial career in the trading pits of Chicago, where he spent five years working for institutional managed futures clients. He holds an M.S. in Financial Markets and Trading from The Illinois Institute of Technology and a degree in Economics from Louisiana State University. He also holds the Accredited Investment Fiduciary designation and is a CERTIFIED FINANCIAL PLANNERTM professional. A father of five, Karl lives in Sherwood with his wife, Jennie, and fills his free time with their numerous activities. More details on Karl.
Contact: firstname.lastname@example.org | 503.726.5674
Karen has 24 years of financial services experience. She also operated a small business for five years. With her breadth of experience and knowledge, Karen is a valued contributor to her team. She has great attention to detail, and is skilled at anticipating potential issues before they become problems.
Karen earned her AS degree in Business Computer Programming Technology. She is also a certified Financial Paraplanner Qualified Professional (FPQP).
In her free time, she enjoys spending time with her grandkids, travelling, gardening, and kayaking. She is a founding member of the Mysti Krewe of Nimbus, a social club committed to sharing the culture of Mardi Gras throughout Portland. In her community, she volunteers with Friends of Trees, New Avenues for Youth, and Store to Door.
Contact: email@example.com | 503.608.3234
KC has been part of The Partners Group team for 20 years. After graduating from Oregon State University, KC began his career in the insurance and financial service industry. He became a licensed insurance consultant for life, health, personal lines and, soon after, an investment advisor representative. KC is a graduate of the Business Professional Course, a two-year graduate level course on Co-ontegenic Structural Coupling, which involves business leaders around the world. KC has been a recognized sales leader for one of the country’s largest and most respected financial institutions. He works closely with his clients as a macroeconomic investment advisor, helping clients craft the conversation around their individual money decisions and leading The Partners Group by his exceptional example. KC is a member of NAIFA and AALU. He loves golf, family and visiting the beach.
Contact: firstname.lastname@example.org | 503.726.5688
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. More details on Anne.
Contact: Aokeefe@tpgrp.com | 503.726.5688
Nearly 25 years of experience has taught Sheryl that wealth creates opportunities and challenges. And that the right financial partner can create peace of mind and confidence. Sheryl provides holistic financial planning, taking into account multiple aspects of an individual or family’s financial situation. She creates investment and risk management strategies and solutions that are aligned with specific objectives and monitors over the long-term to ensure that performance is in line with goals. Before becoming a financial advisor, Sheryl practiced social work with children and families, directing a specialized foster care program for a community mental health agency in Omaha, Nebraska. She received her social work degrees from the University of Nebraska and earned her Chartered Financial Consultant’s designation from The American College. Sheryl lives in Portland, Ore. with her husband. When she’s away from work, she spends time with family and friends, traveling, reading, beading, scrapbooking and exercising.
Contact: email@example.com | 503.726.5692
Mark came to The Partners Group with four years of experience working in finance and insurance industries. Mark’s effective communication skills and personable nature make him an excellent Client Service Associate. He also works hard to help his colleagues and be a great teammate. He graduated from the University of Victoria with a degree in Economics. Outside of work, he enjoys watching soccer and contributing to his community as a YoungLife leader.
Contact: firstname.lastname@example.org | 503.941.4351
Lauren joined The Partners Group in 2013 with an extensive background in financial planning and comprehensive wealth management. Lauren enjoys working with her clients and building plans for the future they want while not taking unnecessary risks along the way. Lauren specializes in retirement planning, education planning, tax and estate planning in addition to managing client investments. A native of Portland, Lauren loves living in the beautiful Pacific Northwest and enjoys traveling, cooking, and spending time with her family. More details on Lauren.
Contact: email@example.com | 503.608.3230
Contact: firstname.lastname@example.org | 503.941.4334
Geneva comes to us with over 19 years of experience working in the financial services industry starting by working with individuals and their personal finances. As a key member of the wealth management team, Geneva brings the knowledge and experience to navigate all the challenges our clients might encounter as they plan out their future.
She finds new opportunities for our wealth management team and provides advice to help identify goals and map out the best path to reach them. She is responsible for developing relationships with successful individuals, families and business owners looking for a trusted financial partner by providing a broad array of wealth management products and services.
Outside the office, Geneva stays busy volunteering with several non-profit organizations such as Associated General Contractors, Big Brother Big Sister, and Jesuit High School. Her favorite hobbies besides spending time with her 3 children and husband are working out, reading, cooking and exploring what the NW has to offer….wine country is a great start! More details on Geneva.
Contact: email@example.com | 503.726.5764