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



Our advisors

Shawn Thomson, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Shawn Thomson

CFP®, APMA

Private Wealth Advisor

Managing Partner of Point Forward Wealth Advisors
Learn more about Shawn Thomson
Jared Buckmaster, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Jared Buckmaster

CFP®

Private Wealth Advisor

Managing Partner of Point Forward Wealth Advisors
Learn more about Jared Buckmaster
Tyler James, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Tyler James

CFP®, MBA

Private Wealth Advisor

Learn more about Tyler James
John Spooner, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

John Spooner

CFP®, APMA

Financial Advisor

Learn more about John Spooner
Robert Kent, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Robert Kent

MSFA, APMA

Financial Advisor

Investment Manager
Learn more about Robert Kent
Paul Passaretti, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Paul Passaretti

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Paul Passaretti
Nicholas Karimzadeh, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Nicholas Karimzadeh

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nicholas Karimzadeh
William Sample, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

William Sample

CFP®

Associate Financial Advisor

Learn more about William Sample


Our team

Heather Kirshman

Heather Kirshman

Practice Manager,

Chief Operating Officer of
Rae Stefan

Rae Stefan

Operations Manager

Vanessa Dozier

Vanessa Dozier

Investment Specialist

Sulaiman Alkudairy

Sulaiman Alkudairy

Investment Specialist

Qualifications

  • MSF
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Kayla Bunch

Kayla Bunch

Administrative Assistant

Quinn Haslett

Quinn Haslett

Financial Planning Analyst

Shannon Halverson

Shannon Halverson

Financial Planning Analyst