Team profile


Our Mission Statement

At Point Forward Wealth Advisors, we offer personalized financial planning backed by a team of professionals who take a comprehensive approach to addressing and integrating all aspects of your financial life. Our team members share a uniform and client-focused philosophy, so you can expect a consistent, thoughtful and exceptional experience across all members of our team. Above all, we want to develop close long-term relationships with you and your family, so we can point you forward to your goals at every stage of your life.

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, 2024-2025

Community participation

Point Forward Wealth Advisors is passionate about partnering with local charitable organizations to benefit the communities we live in. As a team, we have participated in volunteer opportunities at Rose Haven Day Center for Women and Children, the Oregon Food Bank, Doernbecher, the KGW School Supply Drive, and the Oregon Chapter of Make-A-Wish.

We are deeply rooted in the community we live in and understand the importance of being good community volunteers.