Sarah Jane Tufts

After seven years of in and around this industry (as a marketer, consultant, and content creator... but never an advisor) I decided to hang my shingle and start Stoneholt Wealth. We're a fee-only financial planning firm that's built exclusively for high-income millennial couples with kids (I have three kids under 5... it's a crazy time). We help our clients with career transitions, concentrated wealth, variable sales income, liquidity events, and all the little stuff in between--if you can call buying a home "little". We cover everything from income strategy to investments to tax planning to insurance review, all in the name of taking this very important responsibility off your plate, so you can focus on the stuff that makes life better.

Chris Ramsby is the principal of Cascara Financial Planning LLC in Lake Oswego, OR. He holds a Series 65 designation and has experience working at Para Wealth Advisors and Elite Sales & Marketing prior to founding Cascara Financial Planning in 2025. Cascara Financial Planning advises individuals and high-net-worth clients with wealth management and financial planning services that include retirement, tax, estate, business, cash-flow, and college savings planning. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with options for socially conscious investing.

Joshua W. Tschirgi, CFP®, is the Principal and Lead Wealth Advisor at True Path Capital Strategies, LLC, which he founded in 2016 after five years in the industry. Josh works with people approaching retirement or already in it, using a structured process that coordinates retirement income, investments, tax considerations, and risk management into a single plan. Much of that work happens across disciplines. Retirement decisions rarely stay in one lane — a Roth conversion is a tax question, a beneficiary designation is a legal one, and a withdrawal strategy touches both. Josh coordinates directly with clients’ CPAs and estate attorneys so the pieces get decided together rather than in sequence, and so nobody is working from a partial picture. He holds the CERTIFIED FINANCIAL PLANNER™ certification, FINRA Series 7 and Series 66 registrations, and an Oregon life and health insurance license. Common areas of work include retirement income planning, Social Security timing, Roth conversion analysis, estate and charitable giving coordination, and long-term care planning. Clients meet with Josh by video, at their homes, or at a professional meeting space, whichever fits. His practice is based in the Portland metro area and serves clients across seventeen states. He and his wife, Melissa, are raising two children in West Linn. Outside the office he golfs, hikes, and follows the Ducks. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Todd Caudle is a financial advisor at Executive Investment Services, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Executive Investment Services since 2009, as well as at Independent Financial Group during overlapping periods. Caudle is an officer and principal of Medical Professionals Financial Group, a marketing entity within the investment channel. Executive Investment Services provides asset management and financial planning to individual clients, including high-net-worth households, and consulting for small- and medium-sized businesses. The firm offers discretionary portfolio management with strategic and tactical asset allocation, and integrates investment management with insurance and executive-benefit services.

Jeremy Watson is a CFP® professional with eight years of experience in financial advisory services. He formed Watson Financial, LLC in 2020 after three years at Tony H. Davidson Comprehensive Financial Management, LLC. Watson is also an IRS-enrolled agent providing tax preparation and related services under separate engagements. Davidson & Watson Financial serves individuals, high-net-worth clients, and small businesses by offering portfolio management and financial planning. The firm employs both fundamental and technical analysis and manages diversified portfolios with regular quarterly reviews.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/