TPG Financial Advisors, LLC

Viviana Bigolin is a CFP® with 13 years of experience in financial advising, currently with TPG Financial Advisors, LLC. Her prior roles include positions at The Partners Group, OSAIC, Securities America, PFG Advisors, and Bank of the West. Outside of advising, she serves as President of the Overlook Condominium Association and holds a logistics specialist position in the Navy Reserves. TPG Financial Advisors serves individuals, businesses, and various institutional clients, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment strategies, managing broadly diversified portfolios with oversight from an Investment Committee.

Robert Noack is a financial advisor at TPG Financial Advisors, LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Conway Partners Management, Allium Financial Advisors, Morgan Stanley Smith Barney, and Building Champions. He serves as a board member for River West Church in Lake Oswego, Oregon. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, uses proprietary allocation models, and integrates retirement plan consulting alongside individual wealth management.

Geneva Stegemoller is a financial advisor with TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with TPG Financial Advisors since 2013 and previously worked at Geneos Wealth Management. Outside of her advisory role, she volunteers with multiple nonprofit organizations including College Possible, Big Brothers Big Sisters, the Jesuit Booster Club, and the Kerr Contractor Annual Shoot Out Committee. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of systematic and active investment approaches, managing broadly diversified portfolios with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Yu Wu is a financial advisor at TPG Financial Advisors, LLC with a Series 65 credential and three years of industry experience. He has worked at TPG Financial Advisors since 2022 and previously held roles at ROI Financial Advisors, Lincoln Financial Group, ABIE English, and EF Education First. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and retirement plan consulting, using a mix of systematic and active investment approaches along with proprietary allocation models and third-party asset managers.

Stuart Robertson is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at Columbia Trust Company and Fisher Investments. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a combination of systematic and active investment approaches with broadly diversified portfolios and integrates retirement plan consulting alongside individual wealth management.

Carrie Maerz is a financial advisor at TPG Financial Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Trellis Advisors, LLC, M Holdings Securities, and Foresters Financial. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages investment portfolios using a combination of systematic and active strategies and integrates retirement plan consulting with individual wealth management.

Nicole Bryson is a financial advisor at TPG Financial Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deschutes Investment Consulting, LLC, StanCorp Equities, Inc., and Standard Retirement Services, Inc. Outside of her advisory role, Bryson co-founded CocoGlow, LLC, a natural wellness and beauty supplements company, where she shares responsibilities including marketing and product development. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a mix of systematic and active investment approaches along with proprietary allocation models reviewed monthly by its Investment Committee.

Samuel Detke is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at TPG Financial Advisors, LLC since 2022. His prior roles include positions at Financial Investment Team, Inc., PEAK Brokerage Services, Bank of America, Merrill, and Waddell & Reed. Outside of his advisory work, he volunteers with the CFP Board in exam development, provides pro bono financial advising for Bradley Angle, and serves on the finance committee of Oregon Hillel. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, proprietary allocation models, and third-party asset managers, while also integrating retirement plan consulting alongside individual wealth management.

Debra Pellati is a CFP®-designated financial advisor with TPG Financial Advisors, LLC in Portland, OR. She has three years of industry experience and has also worked with KMS Financial Services, Inc., Johnson Bixby & Associates, LLC, key Investment Services, and KEY BANK. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a mix of strategic, tactical, and unconstrained investment approaches along with proprietary allocation models.

Emily Roselle is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 66 designation with 17 years of industry experience. She has been with TPG Financial Advisors since 2007 and was previously affiliated with Geneos Wealth Management. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of systematic and active investment strategies within broadly diversified portfolios and integrates retirement plan consulting with individual wealth management.

Garrett Johnson is a Series 65-licensed financial advisor at TPG Financial Advisors, LLC in Portland, OR, with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment approaches with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

John Woolley is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Geneos Wealth Management, Inc. and KeyBank NA. Woolley has been with TPG Financial Advisors since 2016. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a mix of systematic and active investment approaches, broadly diversified portfolios, and proprietary allocation models, while integrating retirement plan consulting alongside individual wealth management.

Sheryl Olson is a financial advisor at TPG Financial Advisors, LLC with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with TPG Financial Advisors since 2006 and has over three decades of experience with The Partners Group. Outside of advising, she is involved with Buck's Executive Meet & Assist Services. TPG Financial Advisors serves individuals, businesses, and various institutional clients, providing investment management, financial planning, and retirement plan consulting. The firm combines systematic and active investment strategies with proprietary allocation models and emphasizes integrated services including retirement plan consulting alongside individual wealth management.

Karl Harrop is a CFP® with 28 years of experience in the financial industry. He is affiliated with TPG Financial Advisors, LLC and previously worked at Geneos Wealth Management for seven years. Harrop is also licensed to sell insurance under the firm’s parent company, The Partners Group, Ltd. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, proprietary allocation models, and uses both in-house and third-party asset managers to manage client portfolios.

Erica Smiley is a financial advisor at TPG Financial Advisors, LLC in Portland, Oregon, with 10 years of experience. She holds the Series 65 designation and previously worked at Geneos Wealth Management, Inc and Rosen and Associates. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach combines broadly diversified portfolios with both systematic and active strategies, supported by proprietary allocation models and monthly Investment Committee reviews.