The people who work at Oswego Crest Financial Group not only have the knowledge and experience to help you pursue your financial goals, but they are also committed to fostering a caring and empathetic environment for their clients. Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Patricia ("Pat") Sturr®, CFP, CRPC®
I was born in San Francisco, California, but spent most of my childhood years in San Jose, California. Memories of my two loving parents, often described as Gracie Allen and George Burns by friends, abound. I feel like I was one of the luckiest kids ever to grow up because Anita and Mac were my parents, and they were special. Anita, my mom, a loving Mediterranean beauty, was always so unassuming, and the straight man for dad, or Mac, as everyone called him—a true Irishman who never missed a chance to entertain and make people laugh. They were larger than life to me, and I am so grateful for the wonderful life lessons they taught. One such lesson was that of a “work ethic”—work for what you want and anything is possible. And work, and sacrifice, they did. I am so proud of the family and the upbringing I had. I have an older brother who resides in Rio Vista, California, with his wife and an awesome nephew who seems to have a few of his aunt’s independent traits.
As my brother, Jim, has said of me, I am independent, adventuresome, and have a love for learning, so it is fitting that when I graduated high school, I took the opportunity to go out-of-state and attend Gonzaga University in Spokane, Washington. Although graduating magna cum laude from Gonzaga five years later, it was not without its twists and turns, as I opted to live in Japan for three years along the way. Spending my sophomore year in Japan, I attended Sophia University at night and taught English during the day. Enjoying the culture and the people immensely, that summer following my sophomore year, I returned to the states to secure a work visa and returned to Japan, not to attend school but to live there and work for a securities firm, Yamaichi Securities, not realizing that it was a precursor to the industry that I would choose to work in many years later.
After graduating college, that adventuresome spirit again took hold, and this time, I headed north to Alaska with a college friend. There, I met my wonderful husband and partner of 38 years, Al. Shortly after marrying, we moved to Idaho or “the lower 48” where Al worked for Idaho First National Bank and I for Xerox. In 1984, we moved to Portland, and in 2000, I joined Smith Barney as an advisor. In 2004, desiring to deepen my knowledge and better serve my clients, I attended the University of Portland’s Dr. Robert Pamplin Jr. School of Business Administration. Upon completion of the coursework in 2005 and after completing a grueling two-day test, I earned the CERTIFIED FINANCIAL PLANNER™ certification. I am particularly proud of this accomplishment as it has enabled me to do the work that I enjoy most—meeting with clients and helping them plan for a fulfilling retirement. And today, more than ever, with baby boomers seeking help and wanting to understand the complexities of social security, Medicare, long-term care, estate planning, and the like, I am able to assist because of the skills that I have acquired. Our goal is to help our clients feel confident about their retirements and their futures. We strive to guide our clients so that they may achieve the retirement that they envision.
When not at the office, you will usually find me on the tennis court, a golf course, or volunteering for various nonprofits. I’m also the proud mother of Hunter, a yellow lab who is a “career change dog” from Guide Dogs for the Blind (GDB). In an effort to give back, I work with GDB on their annual luncheon and their annual fund-raiser, Pinot & Pups. I am also on the executive board of the FBI Citizen’s Academy Alumni Association, a most interesting organization. For the past three years, I have chaired the Human Trafficking Committee and organized an annual Bowl-a-Thon event to raise money for youth here in Portland who are in need of food, shelter, and medical attention because they have been sexually exploited or trafficked and are trying desperately to break the cycle. Both Al and I enjoy wine tasting, good food, and spending time with great friends. After spending a few days this past summer with friends in Anacortes, Washington, where we went crabbing, I think we’ll be adding crabbing to that list of things that we enjoy and want to do more.
Chief Financial Officer
Growing up in a small town like Sweet Home, Oregon, was very special. It was a thriving community when I was young. Logging and the timber industry were the major sources of income for much of the area. I was blessed to have my great-grandmothers, all grandparents, and numerous aunts and uncles nearby. They all taught me the values that I carry with me today.
My father was a self-employed log truck driver for many years, and my mother was a self-employed hair stylist. They worked very hard, long hours, as did my whole family. My sister, twin brother, and I enjoyed a very active childhood, swimming in the lake, camping, and playing sports throughout our school years. Those are times I will never forget. I enjoy returning to my hometown to visit old friends and see the changes to the area.
I went on to graduate from Oregon State University with a degree in financial management and was also a member of the successful 1985 and 1986 OSU Beaver baseball teams. After a 13-year career in transportation and logistics, I moved into the financial world as an advisor. My background in logistics provided me with a great attention to detail, planning, and meeting commitments. During these early career years, I was lucky enough to meet my wife, Lisa, and we later had our daughter, Olivia. We love to travel as a family and have been to many national parks as well as a couple of trips to Europe. We recently went to the birthplace of my great-grandmother in Germany. Lisa works part-time for the Beaverton school district, and Olivia is attending high school now and is active in water polo, swimming, and track. Olivia is a very good student and very conscientious about her studies; Lisa and I often take responsibility for her having such diligent study habits (We give our families credit as well.). Olivia also helps keep us active and involved with learning today’s technology.
I am blessed with many great friends as well, we are often getting together to watch ball games or enjoy a good barbecue. We also have been on some great wine tasting excursions to taste the delicious pinot noirs in the area.
I enjoy giving back to the community. I have been involved in Elders in Action, a nonprofit elder advocacy group, as well as supporting a scholarship fund in the memory of my father. I also enjoy golf, hiking, and following Beaver sports teams.
I manage our firm’s day-to-day operations, as well as vendor relationships. I will also assist in planning meetings and the operational side of new client relationships. I also monitor macroeconomic conditions and daily market information for the firm, and I am an Investment Adviser Representative and registered representative of Commonwealth Financial Network®.
Peter Miller, CRPC®, AIF®
Chief Investment Officer
I was born in Modesto, California, and moved between Northern California and Oregon multiple times throughout my childhood. As my father took on various sales and marketing roles in the wine industry, my mother, father, and two sisters made new friends and created new memories wherever we lived. Whether it was exploring creeks and gullies in wooded areas of the SW Portland hills, riding bikes and playing baseball into the night in Alamo/Walnut Creek, California or building tree forts within a grove of oak trees at our home in Salem, Oregon, my childhood was rich with friends and play. We moved to Beaverton, Oregon, when I was 14 and attended Sunset High School, where I immersed myself in playing baseball and tennis and found my passion for being on stage by performing in musicals, plays, and choir.
Upon graduation, I attended University of Oregon in Eugene where I joined the Phi Delta Theta fraternity and turned my attention to the International Studies program with an eye on international business (The many foreign travels by my father and the European winemakers that frequented our homes had a tremendous influence in this focus.). I studied abroad for my junior year in the Netherlands at Nijenrode, the Netherlands School of Business, and worked in the head office of, at the time, the largest bank in Italy, Banca Nazionale del Lavoro, located in the heart of Rome. That year was the most exciting of my life.
Upon graduating from University of Oregon, I spent six years in San Francisco (where I met my wife, Sheri) and Portland in the apparel industry and had the opportunity to travel throughout the United States and Europe. As we married and planned to start a family, the desire to focus on home led to my change in careers to a financial advisor.
Over the following 10 years, Sheri and I were blessed with the births of Matthew, Abigail, and Michael, and I transitioned from PaineWebber to Smith Barney. During the past 12 years, we have seen our children blossom through activities such as baseball and soccer (Matt and Michael) and dance and performance theater (Abby). Today, Matt is a senior at Texas Christian University, studying political science with an eye on a job in government affairs. Abby studies dance as a sophomore at Loyola Marymount University in Los Angeles. Her goal is to ultimately perform on stage in New York City. Michael has begun middle school and has a passion for baseball, soccer, and Legos.
In 2008, I made the decision to transition from the wirehouse channel of investment management to the independent channel when I moved from Smith Barney to Oswego Crest Financial Group, as a full partner. Today, I am involved with Clackamas Volunteers in Medicine and the Founders Clinic, which is Clackamas County’s first free health clinic for the medically uninsured. In addition, I spend my free time with family and friends fly-fishing, gardening, riding horses, and coaching baseball, where I have an opportunity to be a mentor.
Throughout the past 21 years, I have been blessed to have such wonderful relationships with clients through smooth waters and rough. I value the trust that you have shown me during these times, and I thank you.
Client Service Manager
Peggy is our Client Service Manager, and has been a full-time team member at Oswego Crest since April 2011. Prior to that she worked with us part time from 2008-2010 as a Financial Assistant. As Client Services Manager, Peggy wears many hats, providing exceptional quality service to our clients as well as maintaining responsibility for the administrative logistics that keep our office running efficiently.
Peggy earned her Bachelor’s Degree in Business Administration from Fordham University in New York City. Prior to relocating to the Portland area with her husband, she worked in New York City in the Financial Printing Industry, specializing in International Communications. Peggy lives in Beaverton with her husband and two children, enjoys sports, music, and traveling. Over the years she has enjoyed volunteering in her kids’ classrooms, various school and sports activities, as well as helping organize fundraisers to benefit ovarian cancer research, and ALS.