Team profile


Our Mission Statement

To TEAM with our clients and help design a plan that enables them to build and protect their wealth.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Point Forward Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Our team has proudly volunteered at different organizations through the Portland Metro Area including The Oregon Food Bank and Family Relief Nursery, helping those who are in most need in our community.

We have also teamed up with both Doernbecher's Children Cancer Research Program as well as Rose Haven Day Center for Women and Children yearly to sponsor and support two amazing organizations which both have significant meaning to us.

If you know of a volunteer opportunity that could use some extra help, please email or call, as our office is always looking for additional ways to give back to our community.