Welcome to a firm where your financial peace is our purpose.
With a passion to ease and enrich our clients’ lives, Allium Financial Advisors was founded in 2016 in Portland, Oregon. Throughout our careers, we learned that there is a disconnect when managing a client’s portfolio without a complete understanding of their financial picture or underlying mission. We are more than an investment management firm. Our team accounts for all of life’s layers. We invest in you so that we can do our best work for you.
At the end of the day, our team is your team. We proactively and collaboratively work with you to understand your goals and achieve them.
Sheree started her career in the financial services industry in 1994 serving high net worth families and nonprofit organizations. Prior to founding Allium Financial Advisors with her partners, she worked at Arnerich Massena as Managing Director of Wealth Management for over 22 years. In addition to managing the Wealth Management division, Sheree developed the firm’s service model for nonprofit discretionary portfolio management in 2006, building a successful book of business serving many nonprofits in our local community.
Sheree provides leadership and oversight of Allium Financial Advisors. Her responsibilities include client relations, leading our Investment Committee and client portfolio management. Sheree earned a Bachelor of Science degree from the University of Oregon. She is also a former FINRA Series 7 and 63 license holder.
As a founding partner of Allium Financial Advisors, Pradeep provides comprehensive financial planning for business succession, estate structure, retirement, risk management, tax strategies and charitable giving.
Beginning his career in financial services in 2006, Pradeep was most recently a vice president and senior financial planner at Umpqua Private Bank. He also served as a licensed private banker for Wells Fargo.
Pradeep earned a Bachelor of Science in agriculture from Mahatma Phule Agricultural University in Pune, India, and completed coursework toward a Master of Agriculture from Oregon State University. He completed the Chartered Financial Analyst designation and is also a CERTIFIED FINANCIAL PLANNER™ professional. His licensure includes FINRA Series 7 and 66 (former) as well as Oregon Health and Life Insurance.
Jamie serves Allium clients by developing, executing, and ensuring ongoing maintenance of client portfolios. She also coordinates our clients’ full team of internal and external financial professionals. As COO and CCO, Jamie manages the firm’s operations and compliance, providing leadership to our operations supervisor and outsourced back-office personnel.
Jamie entered the financial services industry in 2007. Before cofounding Allium Financial, she worked at Arnerich Massena as an Investment Advisor. Prior to that, she was a Financial Planner in the Reno/Tahoe area. Jamie earned her Bachelor of Science from Southern Oregon University. She is a CERTIFIED FINANCIAL PLANNER™ professional holding a FINRA Series 65 license.
Bob’s outward facing role integrates his experience to benefit families, philanthropic institutions and the community.
As a young boy, Bob became fascinated with the capital markets and began trading small cap stocks in high school and then entered professional money management in his early 20s.
Bob spent the majority of his career at Columbia Management Company serving institutional investors. After CMC was acquired by Bank of America, Bob was a member of the Executive Team leading Philanthropic Management where he enjoyed exposure to the full spectrum of issues surrounding Not-For-Profit organizations.
Bob earned a BA from UC Davis in Philosophy and Classics and an MBA from University of Oregon. In business development, client service and supervisory roles, Bob passed Series 7, 24, 65 and 66. In addition to his work in investment management, Bob is an experienced Executive Coach to firms seeking to optimize leadership capacity.
Stephanie brings a continuity of support across our firm services, including general servicing of client relationships, data management and client scheduling. Stephanie has gathered extensive administrative experience since the start of her career in 2011, concentrated in the financial industry. Before joining Allium Financial as a founding partner, she worked at Arnerich Massena, Inc.
She earned her Bachelor of Business Administration from George Fox University.
Carmen joins the Allium team as a Senior Relationship Associate, serving our clients in portfolio management administration and implementation. Working closely with both the financial advisors and the clients, she assists with facilitating portfolio recommendations: preparing subscription documents, addressing cash flow needs, capital calls, transitions, account openings and closings, etc. Additionally, she works to maintain data to help in the performance reporting of alternative investments.
Carmen's previous career experience includes 14 years at Nike and five years as a Real Estate broker. She earned a Bachelor of Science degree from George Fox University.
Candy joins the Allium team as a Senior Relationship Associate, serving our clients in portfolio management administration and implementation. Working closely with both the financial advisors and the clients, she assists with facilitating portfolio recommendations: preparing subscription documents, addressing cash flow needs, capital calls, transitions, account openings and closings, etc. Additionally, she works to maintain data to help in the performance reporting of alternative investments.
With a genuine interest in the financial industry, Candy has been fortunate to work in a few different financial sectors. Her previous career experience includes 3 years with Arnerich Massena, 3 years with Merrill Lynch, 13 years with Royal Bank of Scotland, 7 years on the financial floor of the Chicago Board of Trade. She earned a BS of Economics from Illinois State University.