With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.

Our advisors

Erin Dwyer, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Erin Dwyer


Private Wealth Advisor

Learn more about Erin Dwyer Visit Erin Dwyer's website
Cara Partch, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Cara Partch

Financial Advisor

Learn more about Cara Partch Visit Cara Partch's website

Our team

Melissa Gilley

Melissa Gilley

Business Development Manager


  • With Ameriprise since 2009
  • 25+ years in Event Planning, Client Service and Hospitality
  • Notary Public with State of Oregon

Roles & Responsibilities

  • Hospitality and client experience
  • Special events, educational seminars, and client appreciation
  • Coordinates scheduling and manages calendar
  • Social media and websites
  • Office manager
  • Compliance
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Michelle Gesik

Michelle Gesik

Client Service Specialist


  • With Ameriprise since 2000
  • Extensive experience client services and account management
  • Certified Notary Public

Roles & Responsibilities

  • New client onboarding and integration
  • Practice operations
  • Liaison to home office for Mapmakers Financial
  • Client services and compliance
  • Creation of agendas and meeting prep
  • Facilitation of secure forms and documents
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Shelley Miller

Shelley Miller

Operations Manager


  • Bachelors Degree in Computer Science and Accounting
  • Non-profit Project Management
  • Technical Support

Roles & Responsibilities

  • Analyze fund performance
  • Prepare customized reports for client's review
  • Propose recommendations
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Dan Standke

Dan Standke

Financial Planning Specialist


  • Bachelors Degree in Economics

  • 5+ years experience with data entry

  • Journeyman Computer -Peripheral- Equipment Operator

Roles & Responsibilities

  • Manage, organize and securely store confidential client data
  • Audit data and achieve deadlines for planning timeline
  • Maintain current financial planning tracker to update progress
  • Act as liaison between advisors, production and clients
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