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



Our advisors

Advisor photo for Erin Dwyer

Erin Dwyer

CFP®, CLTC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Erin Dwyer Visit Erin Dwyer's website
Advisor photo for Cara Partch

Cara Partch

CFP®

Financial Advisor

Learn more about Cara Partch Visit Cara Partch's website


Our team

Melissa Gilley

Melissa Gilley

Business Development Manager

Qualifications

  • 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
View more
Michelle Gesik

Michelle Gesik

Client Service Specialist

Qualifications

  • 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
View more
Shelley Miller

Shelley Miller

Operations Manager

Qualifications

  • 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
View more
Dan Standke

Dan Standke

Financial Planning Specialist

Qualifications

  • 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
View more
Kelvin Dwyer

Kelvin Dwyer

Intern

Qualifications

  • Student athlete at Tigard High School

Roles & Responsibilities

  • Supporting team with administrative tasks
  • Adding depth and details for use in our client resource management system
  • Working on special projects as needed
View more