The Partners Group
Carrie McHale has over 30 years of work experience in the financial services and insurance industry. Carrie started their career as an Insurance Agent at Farmers Insurance in 1990. Carrie then worked as an Operations Manager at Morgan Stanley from 2000 to 2003. Following this, they joined UBS as a Branch Administrative Manager from 2003 to 2007.
In 2007, Carrie joined The Partners Group (TPG) where they held various roles and responsibilities. Carrie started as the Director of Investments, Financial Planning, Personal Lines & Small Commercial Insurance and Life & Disability Divisions. Carrie also served as the Chief Compliance Officer for TPG Financial Advisors. Carrie later became the Managing Director of Personal & Commercial Insurance at TPG. In 2014, they took on the role of Director of Compliance and Chief Compliance Officer for TPG Financial Advisors. During their time at TPG, Carrie was responsible for managing a team of over 100 employees across multiple offices in the Pacific Northwest.
Throughout their career, Carrie has demonstrated strong leadership and compliance skills, making their a valuable asset to any organization in the financial services industry.
Carrie McHale completed their education in 1996, majoring in Finance with a focus on Business at Portland State University.
The Partners Group
Through our consulting, insurance, and financial services, The Partners Group has been making a difference in our local communities since 1981. We’re a partner that helps individuals and businesses solve problems and grow by building custom strategies that discover, protect, and enhance the future. Being a true partner means creating solutions that are a win for all. It means investing in relationships and always seeking to learn more. We ask a lot of questions, and we listen hard to your answers. We also believe in having fun! We balance hard work with laughter, and at the end of the day, we do what we say we’re going to do. As one of the largest independent firms in the Northwest, it also means being your single resource. We offer the One Partner Advantage. Choose a trusted team that understands how your insurance and financial needs fit into your plan. We provide strategic long-term solutions to build up and safeguard your future. Advisory services offered through TPG Financial Advisors, LLC, an SEC-Registered Investment Advisor and a wholly owned subsidiary of The Partners Group, LLC.