Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a skill for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Ryan Morrison

Financial Advisor

(360) 450-6557

I joined the financial industry because of my passion for financial planning and providing financial advice. Over the last seven years, I have focused on financial education and dedicated my practice to helping people develop strong...

Michelle Conway

Director of Operations

360-450-6557

As the Office Manager at Iron Point Northwest, I bring a diverse background and a passion for client relationships to my role. With over two years of experience in the financial services industry and a previous career in the medical...

Aiden Morrison

Office Assistant

Caroline Bonner

Client Service Specialist

360-450-6557

Originally from South King County, I have been based in Bellingham since 2021, having also lived here previously when I studied at Western Washington University. I joined the financial industry in 2023, working first in Debt Resolution...