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

Shawn Thomson

CFP®, APMA

Private Wealth Advisor

Managing Partner of Point Forward Wealth Advisors
Learn more about Shawn Thomson

Jared Buckmaster

CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of Point Forward Wealth Advisors
Learn more about Jared Buckmaster

Tyler James

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tyler James

John Spooner

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Spooner

Robert Kent

MSFA, APMA

Financial Advisor

Investment Manager
Learn more about Robert Kent

Paul Passaretti

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Paul Passaretti

Nicholas Karimzadeh

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nicholas Karimzadeh

William Sample

CFP®

Financial Advisor

Learn more about William Sample


Our team

Rae Stefan

Rae Stefan

Operations Manager

Kayla Redding

Kayla Redding

Client Relationship Manager

Vanessa Dozier

Vanessa Dozier

Investment Specialist

Quinn Haslett

Quinn Haslett

Financial Planning Specialist

Shannon Halverson

Shannon Halverson

Financial Planning Specialist

Andy Chen

Andy Chen

Paraplanner

Denice Gonzalez

Denice Gonzalez

Financial Planning Specialist

Caroline Lilley

Caroline Lilley

Client Service Specialist

Nicole Cesario

Nicole Cesario

Executive Assistant

Kara Bekooy

Kara Bekooy

Client Service Coordinator

Marin Hensley

Marin Hensley

Marketing Consultant