Wealth Management

Wealth Management2018-11-30T10:28:37+00:00

 

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Fast Facts

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

FINRA BrokerCheck

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.

 

Who We Serve

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:

 

 

Services

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
  • Insurance
  • Estate planning
  • Business succession

Insurance

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
  • Disability
  • Long-term care
  • Home
  • Automobiles and motorcycles
  • Watercraft and RVs
  • Personal umbrella/excess liability
  • Fine arts and jewelry
  • Medical and dental

 

 

Next Steps

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 a call for a complimentary consultation.

 

The Team

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 & 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

John Woolley is affiliated with Geneos Wealth Management, Inc.

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: jsweeney@tpgrp.com / 503.941.4316

JoAnne Sweeney is affiliated with Geneos Wealth Management, Inc.

Contact: dcall@tpgrp.com / 503-726-5682

Denny Call is affiliated with Geneos Wealth Management, Inc.

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: mgallagher@tpgrp.com / 503.941.4324

Michael Gallagher is affiliated with Geneos Wealth Management, Inc.

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: kharrop@tpgrp.com / 503.726.5674

Karl Harrop is affiliated with Geneos Wealth Management, Inc.

Karen joined The Partners Group with nearly 18 years of financial service experience working for Marathon Wealth Management, a TPG member company. Her distinctive skill set is highlighted by her attention to detail and passion for client service. Karen works closely with a talented team of professionals, enhancing the client experience and ensuring that financial goals are achieved. After earning her AS degree in Business Computer Programming Technology, Karen spent several years running her own small business. Karen is an active member of the community and enjoys gardening, making cheese, motorcycling and spending time with her family in her free time. Karen is a Registered Para Planner who has earned her Life & Health Insurance license in addition to several securities licenses.

Contact: kmason@tpgrp.com / 503.608.3234

Karen Mason is affiliated with Geneos Wealth Management, Inc.

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: kmink@tpgrp.com / 503.726.5688

KC Mink is affiliated with Geneos Wealth Management, Inc.

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. Sheryl was awarded the Geneos Summit Club from 2007-2012. 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: solson@tpgrp.com / 503.726.5692

Sheryl Olson is affiliated with Geneos Wealth Management, Inc.

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: lreed@tpgrp.com / 503.608.3230

Lauren Reed is affiliated with Geneos Wealth Management, Inc.

Geneva comes to The Partners Group team with over 12 years of experience working as an independent contractor, where she helped clients with their personal finances. As a key member of TPG’s Client Services team, Geneva will be responsible for communicating with OMA members about the benefits offered through our partnership and focusing on business development for all the divisions of TPG. Geneva attended New Mexico State. Outside of the office, Geneva stays busy as an athletic director for St. Anthony’s Catholic School and as a volleyball coach and parent coordinator for the Portland Volleyball Club. In addition to these activities, she enjoys spending time with her husband, two daughters and son. Geneva enjoys working out, reading, cooking and watching the various sports and activities in which her children participate.

Contact: gstegemoller@tpgrp.com / 503.726.5764

Geneva Stegemoller is affiliated with Geneos Wealth Management, Inc.

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.