How the SECURE 2.0 Act Affects You
This article was originally published on February 20, 2023, and updated on December 15, 2023. The last few years we saw a variety of laws passed...
This article was originally published on February 20, 2023, and updated on December 15, 2023. The last few years we saw a variety of laws passed...
Dec 15, 2023
You may think that only those birthdays ending with a zero are a big deal, but in the world of retirement planning, the ages between 55 and 72...
Aug 5, 2022
Have you imagined the first day you get to wake up and not worry about work or your career? Imagining this magical day, known as the “first day...
Mar 15, 2021
Whether you are newly divorced, lost a partner, or have been on your own for a while you will want to revisit your retirement planning strategy...
Oct 19, 2020
Many people retire in the same place they lived during their working years. If the city or town you lived in throughout your career is filled...
Nov 4, 2019
Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!
Apr 1, 2019
Series 7, 65 and 63
Life, Health, Disability and Long Term Care Insurance
Series 6, 62, 65 and 63
Life, Health, Disability and Long Term Care Insurance
Whether it’s the game of Gonzaga basketball or the game of personal finance, Zach is a huge fan. After making a 180- degree career change from nonprofit work to financial services, Zach is driven by the empowerment and confidence sound financial planning brings to people’s lives.
After college, Zach served as an AmeriCorps volunteer for two years in Spokane before transitioning to a Portland area nonprofit helping connect volunteers to service agencies across the Pacific Northwest.
After a budding fascination with personal finance became an obsession, he started working with a financial planning firm in Portland before joining Johnson Bixby in 2020. Zach was a member of our client services team prior to completing the requirements to become a Certified Financial Planner® professional and joining our team of planners.
Zach enjoys staying on top of changing financial law and regulations, but also learning about how to help clients use their resources, financial and otherwise, to live a meaningful life.
Series 7, 65 and 63
Life, Health, Disability and Long Term Care Insurance
Series 7, 66
Life, Health, Disability and Long Term Care Insurance
Series 7, 65 and 63
Series 6 and 63
Life, Health, Disability and Long Term Care Insurance
Accredited Financial Counselor® Certification
Bachelor of Fine Arts in Advertising
Academy of Art University in San Francisco
Series 7 & 66
Budgeting
Compliance/Audit Manager
Office Administrator
Client Services Manager
Mandy is a natural at building rapport with clients, something she likely picked up after working the bulk of her career in family law.
In 2018, she switch paths from the legal field to financial services and quickly learned this was the industry for her! She joined Johnson Bixby in 2020 where she worked her way to the role of Client Services Manager. Mandy found she has a passion for supporting clients with reaching their financial goals and helping team members reach their professional goals.
Rachel is an optimistic realist helping promote the Johnson Bixby brand in all the ways that matter—whether that be to existing clients, future clients, employees or community partners. A natural people person who gets an extrovert classification on every test she’s taken, she tackles each communication challenge that comes across her plate with grace and enthusiasm.
A lifelong communicator who had childhood dreams of becoming a news broadcaster, she spent her early career years in public relations and marketing roles. After more than a decade in corporate communications, she moved to a local creative agency in account services where she realized she had a passion for promoting brands for smaller businesses.
Away from the office, Rachel enjoys entertaining friends and family over a homecooked meal—especially ones that contain vegetables from her garden.
Chief Marketing Officer/Brand Strategist
Senior Director of Human Resources
Chief Operations Officer
With a kind demeanor, Melanie brings organization and social media prowess to our marketing and events team. She enjoys working in our collaborative environment and chose to go into marketing because the field struck a balance with both her creative and strategic abilities. Prior to working with us, she worked for a freelancer and a marketing firm.
Client Services
Ellen’s journey into the financial services industry is nothing short of fascinating. Not only has she held several positions in the industry including Licensed Institutional Sales Assistant, Investor Support, and Relationship Manager, but she also spent some time navigating through the intricacies of the residential real estate market. Fortunately for us, all roads kept leading back to financial operation roles with Registered Investment Advisory firms.
Throughout her diverse professional experience, one constant has prevailed – Ellen’s commitment to precision and her genuine passion for details. Seeking a shift from her previous remote work setup, Ellen found her way to our team where she’s quick and eager to help.