Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Shawn Thomson

Shawn Thomson

CFP®, APMA

Private Wealth Advisor

Managing Partner of Point Forward Wealth Advisors
Learn more about Shawn Thomson
Advisor photo for Jared Buckmaster

Jared Buckmaster

CFP®

Private Wealth Advisor

Managing Partner of Point Forward Wealth Advisors
Learn more about Jared Buckmaster
Advisor photo for Tyler James

Tyler James

MBA, CFP®, APMA

Private Wealth Advisor

Learn more about Tyler James
Advisor photo for John Spooner

John Spooner

CFP®, APMA

Private Wealth Advisor

Learn more about John Spooner
Advisor photo for Robert Kent

Robert Kent

MSFA, APMA

Financial Advisor

Investment Manager
Learn more about Robert Kent
Advisor photo for Paul Passaretti

Paul Passaretti

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Paul Passaretti
Advisor photo for Nicholas Karimzadeh

Nicholas Karimzadeh

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nicholas Karimzadeh
Advisor photo for William Sample

William Sample

CFP®

Associate Financial Advisor

Learn more about William Sample


Our team

Heather Kirshman

Heather Kirshman

Practice Manager,

Chief Operating Officer of Point Forward Wealth Advisors
Rae Stefan

Rae Stefan

Operations Manager

Vanessa Dozier

Vanessa Dozier

Investment Specialist

Kayla Redding

Kayla Redding

Administrative Assistant

Quinn Haslett

Quinn Haslett

Financial Planning Analyst

Shannon Halverson

Shannon Halverson

Financial Planning Analyst