Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Mapmakers Financial, Ameriprise Client Experience Award, 2021, 2022
  • Erin Dwyer, Forbes Best-in-State Women Wealth Advisors, 2023
  • Erin Dwyer, Five Star Wealth Manager, 2012-2015, 2017-2018, 2020-2021, 2023

Community participation

We enjoy taking time to help our community.
We enjoy taking time to help our community.

Each of our team members participates in a variety of volunteering opportunities for different non-profits in our community. Our personal experiences working with these charities shape who we are and reflect our values.

  • Tigard Chamber of Commerce
  • American Red Cross
  • Sunshine Division
  • Tigard-Tualatin School District
  • Junior Achievement of Oregon & SW Washington
  • Oregon Food Bank