About Us

Welcome to a firm where your financial peace is our purpose.

Allium Financial flower design

Our Story

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.

Our Team

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 Demers Arntson
CEO, Senior Investment Advisor

Bio

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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.

Pradeep Tempalli, CFA, CFP®
CFO, Senior Wealth Advisor

Bio

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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.

Scott Thompson
CIO, Senior Investment Advisor

Bio

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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.

Megan Richardson
Relationship Manager

Bio

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Megan comes to Allium with a long background in the financial planning industry, having previously served in advisory, planning, and operational roles with a local Portland firm. As a relationship manager, she serves as an apprentice to the Allium way, getting to know clients through participating in meetings and becoming a main point of contact. A Portland native, Megan received a Bachelor's degree in Economics from University of Portland and is a candidate for CFP® certification.

Outside of the office, Megan can be found cooking new recipes, exploring the waterfalls and caves of Oregon and southwest Washington, and meticulously planning future trips. During tax season, she serves as a volunteer tax preparer for low-income households.

Jordan Fee
Relationship Manager

Bio

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Jordan is a Relationship Manager who brings an education from Oregon State University and a specialization in Wealth Management to Allium. He spent 2 years at Vanguard building his skills serving high net worth individuals before moving back to Oregon to join this team. He brings energy, stamina, and a fresh perspective to Allium.

Mylissa Schaefer
Senior Client Service Representative

Bio

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Mylissa joins us as a Senior Client Service Representative. She recently relocated from the Seattle area where she built her career serving high net worth families. Mylissa is highly experienced in alternative investments and enjoys building client relationships. You will love her sunny disposition and efficient work style!

Courtney Ward
Operations Manager

Bio

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Courtney provides leadership and support to the entire team as the Operations Manager. With her extensive experience working in small, scaling, service-based businesses and her roll-up your sleeves, can-do attitude, she keeps Allium running on an administrative and personal level. While her role is no longer as client-facing as it once was as the Senior Executive Assistant, you can still look forward to seeing her in the office, putting out fires and creating order wherever she goes.

Ben Vega
Performance Measurement Analyst

Bio

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Ben has been working in financial services for over a decade and joins us from Umpqua Bank where he spent the last 12 years gaining a breadth of experience working with the bank's different lines of business including their Private Bank and their Treasury department. Ben brings a strong background in financial analysis and reporting. Ben believes in continuous innovation and delivery, and he is always looks for fresh ways to add value to the company he is with.

Ben has a Bachelors degree from George Mason University and lives in Lake Oswego with his wife Maya and his dog Moose. As a family, they enjoy going to estate sales, trying new restaurants, traveling, and going to the movies.

Colette Smith
Administrative Assistant

Bio

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Colette joins the Allium team at the reception desk, fielding calls, scheduling, and supporting with administrative tasks.
She has experience in executive support, marketing, and database administration. Her strengths are organization and record-keeping, and she brings an interest in data and analytics to the admin team.
Colette double-majored in Communications and French at Boston University. She looks forward to meeting you on calls and office visits.

Sheree Demers
Sheree Demers Arntson, CTFA®
CEO, CIO, Senior Investment Advisor

Bio

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photo of the newly renovated Allium Financial Lake Oswego office

Careers

Passion, a positive, entrepreneurial attitude and a deep sense of service are defining characteristics of our team. If this resonates with you, we’d love to talk.

Learn More

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