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.
Scott provides comprehensive oversight to all investment related aspects for the firm. His responsibilities include leading our Investment Committee, manager relations, investment research, portfolio management, and client relations. Scott began his career as part of NIKE’s first intern class which led to his position as Treasury Analyst upon graduation. Since 1996, Scott has been involved in the investment industry with a particular focus on alternative investments and the creation of differentiated portfolios with the goal to outperform benchmarks.
Scott earned a Bachelor of Science degree from Oregon State University and an MBA from Portland State University. In addition to his investment advisory work, Scott serves as the Head Volleyball Coach at Wilsonville High School.
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.
Madi’s thirst for learning, eye for detail, and incredible work ethic make her one you chose to have on your team! Supporting our marketing efforts, keeping our investment analysis work organized and current, participating in operations and greeting clients with a friendly welcome are important aspects of Madi’s role here at Allium Financial. She has a strong background and work history in bookkeeping and project management. An Alumna of Oregon Institute of Technology, Madi graduated with a Bachelor of Science in Business Management.
As a Paraplanner, Carly works closely with both the financial advisors and clients to help facilitate the financial planning process. She coordinates and prepares client documents, sets up and maintains client financial planning tool (Trellis), turns meeting notes into action and follow through, and supports client scheduling.
She earned a Bachelor of Science in Business Administration with a concentration in Financial Planning from Biola University. She also completed the required coursework for the CFP exam. Prior to Allium, she completed multiple internships in the financial planning field.
Jason’s enthusiasm for data analysis and mastery of data systems is refreshing, and we could not be more thankful to have him on the Allium team. He is responsible for client data input and performance reporting systems, assists the Investment and Research Department, and contributes to the team in a solution minded way.
Jason earned his Bachelor of Science degree in Computer Science from Oregon State University with a minor in Business/Entrepreneurship.