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 Habitat for Humanity and Rose Haven, helping those who are in most need in our community.

Additional organizations that we have been proud to sponsor include Doernbecher's Children Cancer Research Program, the annual KGW School Supply Drive, Make A Wish, Save the Children, Every Body Athletics, Baby Blues Connection, Northwest Housing Alternatives, and the Oregon Food Bank.

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

Our photos

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