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Life has layers


Welcome to a firm where your personal values, life goals and gifting aspirations are at the center of our services. 

Allium Financial Advisors provides an independent, integrated approach to private wealth management. We are a multi-family office serving a diverse range of families, each with a custom set of needs. Family foundations and non-profit organizations also benefit from our custom service approach.

Life has layers. We take the time to fully understand what is important to you, your current financial structure and personal goals. The result of our work is a personalized living financial plan and customized long-term investment strategy to help you manage and grow your wealth with clarity and confidence.

We believe in proactive, tax efficient, cost effective, diversified investing. In addition to the traditional markets, our clients have exclusive, negotiated access to a wide range of carefully selected alternative investments designed to enhance return and/or lower portfolio volatility.

Allium’s extensive portfolio management and financial planning expertise coupled with independent top-tier professionals in the areas of tax and accounting, legal, insurance, and trustee services provides a comprehensive, integrated suite of services.

We invite you to discover the benefits of holistic, integrated wealth management.


Meet The Team

Sheree Demers Arntson CTFA® Photo

Sheree Demers Arntson CTFA®

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Sheree Demers Arntson, CTFA®

CEO, CIO, Senior Investment Advisor

Sheree provides leadership and oversight of the firm. Her responsibilities include client relations, investment manager relations, leading our Investment Committee and client portfolio management.

Sheree started her career in the financial industry in 1994. Her experience includes serving high net worth families, non-profit organizations and retirement plan sponsors. Prior to co-founding Allium Financial Advisors along side her partners, she worked at Arnerich Massena, Inc. as Managing Director of Wealth Management. Sheree was with the firm for over 22 years.

Sheree earned a Bachelor of Science degree from the University of Oregon. She is also a former FINRA Series 7 and 63 license holder, and holds the Certified Trust and Financial Advisor designation.

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Pradeep Tempalli CFA, CFP® Photo

Pradeep Tempalli CFA, CFP®

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Pradeep Tempalli, CFA, CFP®

CFO, Senior Wealth Advisor

Pradeep provides comprehensive financial planning. His services include, from the simple to the most complex: business succession planning; estate planning; retirement planning; risk management; tax strategies; and charitable giving planning. Pradeep is a founding partner of Allium Financial Advisors. 

Pradeep began his career in the financial industry in 2006. Most recently, he served as 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 has earned the Chartered Financial Analyst designation. He is also a CERTIFIED FINANCIAL PLANNER professional. He is a former FINRA Series 7 and 66 license holder, and holds Oregon Health and Life Insurance licenses. 

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Jamie McCreary CFP® Photo

Jamie McCreary CFP®

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Jamie McCreary, CFP®

COO, Wealth Advisor

Jamie provides direct client servicing including the development, execution, and ongoing maintenance of client portfolios, financial planning and coordination of a client's full team of financial and estate professionals. Jamie also manages the firm's operations.   

Jamie entered the financial industry in 2007. Before co-founding Allium Financial, she worked at Arnerich Massena, Inc. 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 and is a FINRA Series 65 license holder.

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Bob Noack Photo

Bob Noack

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Bob Noack

Senior Investment Advisor

Bob’s outward facing role integrates his experience to benefit families, philanthropic institutions and the community. His ability to bring clarity and portfolio solutions to complex investors with unique criteria and objectives makes his a welcome voice at conferences, with boards and with families and individual investors.

When his grandmother gave him stocks and explained the time value of money, Bob became fascinated with the capital markets. He began trading small cap stocks at 15 and entered professional money management in his early 20s.

Columbia Management Company moved Bob to Portland, Oregon where he spent the majority of his career serving institutional investors. As a member of the Executive Team leading Philanthropic Management, a Bank of America subsidiary, he enjoyed national 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. Formerly, he was a Registered Representative of the exchanges (Series 7), a Registered Securities Principal (Series 24) and is currently a Registered Investment Advisor Representative (Series 66). In addition to his work in investment management, Bob is an experienced Executive Coach to firms seeking to optimize leadership capacity.

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Stephanie Fagerstrom Photo

Stephanie Fagerstrom

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Stephanie Fagerstrom

Client Relationship Manager

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.

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The behind-the-scenes team

Allium carefully selects professional, independent partners to provide high quality back office support. We only use service providers that have extensive experience in managing the operations of independent investment advisory firms. By outsourcing back office functions, we are able to remain highly accessible to our clients and focus our energy and time on their needs. Outsourcing to the experts ensures we use leading, integrated technology with excellent security measures, operate with the highest of compliance standards and have access to superior, independent analytics and research.


Stacy Sizemore

Chief Compliance Officer
compliance@alliumfinancial.com


A Comprehensive Approach

At Allium, we believe in a comprehensive approach to wealth management. Creating a Financial Plan and personalized investment strategy overseen by a collaborative team of professionals enables you to make informed decisions with confidence.

A Financial Plan is a thought out, coordinated approach to managing your wealth in a way that can best meet your goals. It includes an estate structure, insurance coverage, savings strategy (or spending strategy, depending on your stage of life), investment strategy and gifting plan designed specifically for you. 

GETTING STARTED

You will be introduced to Trellis; our secure, online wealth management tool that provides structure, transparency, daily valuation and organization to your finances and investments. Our financial planning work is done in Trellis and can be reviewed, revised and updated at any time with current asset values.

TAKING ACTION

Once your goals are identified and your initial financial planning process completed, you are provided recommendations and suggested action items. We assist you in the implementation and coordinate with professionals such as your estate planning attorney, mortgage broker, insurance broker and tax advisor.

BUILDING AN INVESTMENT PORTFOLIO YOU CAN RELY ON

The next step is to review your investments, determine a personalized investment strategy and create an implementation plan.

Allium practices proactive portfolio management. We pay close attention to market cycles, special opportunities, rotation in investment strategies, interest rate movement and the evolving global marketplace. We are thoughtful to tax efficiency, cost and diversification. Alternative investment strategies can provide meaningful value and are an important aspect of portfolio construction for many clients.


Needs change, life can become more complex, opportunities arise, and goals may be reset. At Allium, financial planning and portfolio management are active, continual aspects of our service. We help you prepare for the future with intention.


Non-Profit Organizations

Donors invest in your organization because they believe and trust in your mission. You can also have an investment portfolio that supports and reflects your mission. 

We build investment portfolios that reflect and take into consideration our clients' ethics and values. We know how important this is – not only to your generous donors but also your staff and those you serve.

do you have to COMPROMISE LONG-TERM RETURN POTENTIAL?

Definitely not. Your return potential does not need to be compromised to reflect your mission. Asset allocation has been the primary driver of long-term returns. Diversification can assist in risk management. Active management in inefficient asset classes and the use of alternative investment strategies can provide additional return potential and risk management benefits. 

IS YOUR SPENDING POLICY SUSTAINABLE?

Long-term market returns have steadily declined over the last several decades, placing pressure on many organizations’ spending rates. Our financial analysis expertise can assist in developing and/or reviewing your spending policy and investment return assumptions. With changing market and economic conditions, it is best practice to review your investment policy statement and spending policy every few years.

supporting your BEST PRACTICES IN THE STEWARDSHIP OF YOUR ORGANIZATION’S ASSETS

It is important that every board and committee member of your organization has a clear understanding of their fiduciary responsibilities. Fiduciary education is a prudent requirement for each incoming member, and we can assist in this effort.

Services include:

  • Investment policy development and regular review
  • Asset allocation studies based on current forward-looking risk and return assumptions
  • Spending policy analysis, development and regular review
  • Proactive, customized, cost effective portfolio management
  • Fiduciary education
  • Customized donor communication materials regarding the growth and management of your investment portfolio

We will assist in any way we can to help support and further your mission.