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.
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.
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.
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.
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.