Planning Matters.

Vancouver Business Journal Gives Tribute to Johnson Bixby

Did you happen to catch the recent article featured in The Vancouver Business Journal about Johnson Bixby?

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Meet Patricia, Our Newest Client Services Team Member

Patricia came to us in January 2017 after nearly 8 years working for Oregon State University. There she spent most of her time as the Retirement Consultant helping employees work through all their retirement questions, mostly involving Oregon PERS. Also, while at OSU she finished her MBA in the Wealth Management track. Through her experience…

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Meet Haley Smart, Client Services Specialist

Haley joined the Johnson Bixby team in September 2016 as a Client Services Specialist. Her first goal is ensuring client needs are met and completed in an accurate and timely fashion.

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Happy Holidays!

We hope you and your loved ones are enjoying the holiday season. Amidst the hustle and bustle this time of year, we’re pausing to extend our sincere gratitude for the privilege of working with you.

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Meet Annette Santos, Our Service Superhero!

Truly great client service takes a combination of caring about people and commitment to excellence—two qualities that Annette Santos has been bringing to Johnson Bixby for all the 12 years she’s been on our Client Services team.

Born and raised on Guam, Annette brings an island warmth to everything she does. And at Johnson Bixby, she does a lot!

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