Cable Hill Partners

We are incredibly excited to share that we’ve been ranked #3 in the small business category for the 100 Best Companies to Work for in Oregon! This honor reflects the dedication, passion, and drive of every individual on our team. From leadership to?our newest hires, each person plays a crucial role in making Cable Hill Partners such a special place to work. This achievement is a celebration of the culture we’ve built together. We are proud of the collaborative spirit, growth mindset, and supportive environment that define us. A massive THANK YOU to every team member who contributes to making work not feel like work. #workplaceculture #whatgreatlookslike #cablehillpartners #bestplacestowork

We’re thrilled to celebrate three amazing team members this month at Cable Hill Partners! Ryan Christensen, Cable Hill Partners, a Partner and Lead Advisor, has been the driving force behind the growth of our retirement plan division over the past 5 years.?His expertise and dedication have been invaluable in delivering specialized services to business owners and plan administrators that support thriving workforces. Karmela B., our Client Services Manager, has leveraged her people development, problem solving, and strategic planning skills to guide the team to new levels of operational excellence over the past 2 years, and we cannot thank her enough for it.?She ensures our clients receive exceptional service every day. And, as a Client Service Associate, Damek Fitz-Coy has brought not only his strong skills and work ethic to the office each day for the past year, but also a bright, kindhearted spirit that aligns perfectly with the collaborative and tight-knit environment of our team. We are so grateful for Ryan, Karmela and Damek.?Their hard work, positive energy, and deep commitment to supporting our clients and our team is deeply appreciated.?We look forward to celebrating many more milestones together! #teamwork #anniversarycelebration #employeerecognition #cablehill #whatgreatlookslike

Individuals often ask whether financial advisors and wealth managers perform the same functions.?A financial advisor and a wealth manager both offer guidance to individuals looking to grow and manage their finances on matters such as budgeting, retirement planning and investment choices.?Wealth managers, however, offer services with expanded scope and specialization to assist clients with more complex financial needs. Our Director of Financial Planning and Lead Advisor, Todd Hobson, CFP?, CPWA?, recently gave an insightful presentation breaking down private wealth management into six key components: wealth planning, investment management, estate & trust planning, philanthropy, tax optimization, and risk management. At Cable Hill Partners, we provide holistic wealth management that begins with clarifying and understanding your values, then adds an ensemble team of professionals to coordinate all aspects of your financial plan and keep you on course. Thank you, Todd, for diving into this topic and sharing your expertise! #privatewealthmanagement #cablehillpartners #financialeducation

This month we are celebrating two years of having Bethany Purkapile on the Cable Hill Team, and we are so much better for it! From day one, she’s brought her knowledge, kindness, and professionalism to every client interaction, always going above and beyond to ensure the best outcomes for everyone. Her friendly, approachable nature makes her an incredible team member and a true asset to our clients. We're so lucky to have you, Bethany! #whatgreatlookslike #cablehillpartners #workanniversary #excellence?

In January 2023, we were thrilled to welcome Todd Hobson, CFP?, CPWA? and Jesse Sigrist to the Cable Hill team. Each has an inspiring success story to share: Todd joined us as a Lead Financial Advisor and quickly advanced to Director of Financial Planning, thanks to his boundless energy, passion, and expertise.?He focuses much of his efforts on the continued education of the entire team.?His contributions have been invaluable to our team’s growth and success. Jesse started as a Financial Services Intern from George Fox University, and over the last two years, has demonstrated an impressive ability to learn and grow.?In addition to passing the Certified Financial Planner (CFP?) exam, he has moved from Operations Assistant to Client Service Associate and is currently contributing to the team as a Relationship Manager, providing excellent communication and support to our clients. We’re incredibly grateful to have Todd and Jesse on our team and appreciate all they bring to Cable Hill Partners! #employeeanniversaries?#cablehillpartners #whatgreatlookslike

Habitat for Humanity is doing truly great things in our community and around the world; the organization is a living testament to the positive change we can make in this world by taking united action. Recently, some of our team members took a break from the office to lend a hand in building affordable homes. It was an exhilarating shift from our normal working environment, offering our volunteers both a fresh perspective and the chance to develop new skills. A big thank you to the Habitat for Humanity Portland Region team for showing us the ropes! We had a great time, and here are a few fun glimpses of our experience. #habitatforhumanity #cablehillpartners #teamwork #buildingtogether

This month, we’re celebrating two important milestones! C.J. McRae has been with Cable Hill for four years, and Caitlin Lee is celebrating her first anniversary with us. Both have brought incredible energy to the team, and we’re grateful for all they do. Thank you, CJ and Caitlin, for your continued commitment, the time you invest in keeping things running smoothly, and being such positive reflections of the culture we value here. #whatgreatlookslike #employeeanniversaries #cablehillpartners

We believe in working hard ?????? having fun together. Recently, we spent the day at an escape room and a local taphouse, where we got to solve puzzles, share some laughs, and enjoy each other’s company. These moments are a great reminder that the best teams aren’t just built on projects, but on the connections we create along the way. We’re excited for more days like this that bring us even closer as a team! #collaboration #teamwork #workhardplayhard #cablehillpartners

As the season of giving approaches, many of us are reflecting on how we can make a positive impact. Whether you’re looking to support your favorite causes or leave a lasting legacy, there are a variety of charitable giving strategies to consider. Some of the strategies we can explore with you include: ? ??????????-?????????????? ?????????? (????????): A flexible way to contribute to charities over time while potentially reducing your taxable income. ? ?????????????? ??????????????????????: A more personalized approach to charitable giving, allowing you to have greater control over how and when funds are distributed. ? ?????????????? ?????????????????????? ??????????????????????: A tax-efficient strategy that can help you give more to charity while avoiding capital gains taxes. ? ?????????????????? ???????????????????? ?????????????????????????? (????????): For those over age 70?, QCDs allow direct transfers from your IRA to qualified charities, offering potential tax savings. Together, we can create a giving plan that not only supports the causes you care about, but also brings you meaningful tax benefits. Let’s discuss how we can make your charitable giving this season as impactful as possible. https://lnkd.in/gP2stR74 #philanthropy #charitablegiving #givingback #cablehillpartners

Celebrating Nicholas Running's 3rd anniversary with us this month! As a Retirement Plan Specialist, he not only excels in his role but also brightens our workplace with his kindness and friendly spirit. Nicholas recently passed the Series 65 exam, showcasing his commitment to professional growth and embodying our firm’s value of continuing education. Congrats, Nicholas! ?? #workanniversary #whatgreatlookslike #celebratingsuccess #cablehillpartners