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About 
Highland Partners

Meet the Team:
Driven by Passion, United by Purpose

Steve Finnegan

Steve Finnegan

CEO, Senior Wealth Advisor

(360) 613-7030

(360) 613-2445

Mindy  Finnegan

Mindy Finnegan

Branch Operations Manager

(360) 613-7030

(360) 613-2445

Keeley Behling

Keeley Behling

Client Services Specialist

(360) 613-7030

(360) 613-2445

Caleb Finnegan

Caleb Finnegan

Wealth Management Assistant

(360) 613-7030

(360) 613-2445

Do More of
What Matters Most

Our mission is to provide clients with a panoramic view of their financial landscape, akin to Steve's view from the summit of the Tooth of Time. At Highland Partners, your financial journey is a guided expedition. We arm you with the necessary tools, experience, and support to envision your goals, prioritize your objectives, and realize what truly matters to you. Our approach to financial planning and wealth management is driven by clarity, purpose, and the pursuit of new heights.

Client Centered

Our name is more than just an identity; it reflects our commitment to collaboration and the spirit of adventure. This spirit was brought to life by Steve and Caleb's remarkable 90-mile, two-week hike through the rugged Sangre de Cristo Mountains in New Mexico. Their journey serves as a powerful metaphor for the financial paths we walk with our clients. Like their trek, the financial journey is filled with peaks and valleys, each offering invaluable lessons and insights that lead to new perspectives and heights.


Beyond individual journeys, our commitment to community engagement runs deep. We believe that the strength of our partnerships reflects the strength of our communities. By fostering connections and contributing to communal growth, we strive to create a lasting impact.


Together, we embark on a journey that's not just about reaching the summit, but about savoring every step of the ascent. With Highland Partners, you are not just a client; you are a partner in an adventure marked by integrity, trust, and a shared sense of purpose.

Schedule a Fit meeting with us  
and get started on your journey. 

Schedule an introduction meeting with us and get started on your journey.

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