Planning Matters.

Meet Jen!

Welcome Jen!

Jennifer (Jen) Morris is a new face at Johnson Bixby, one which will soon be familiar to you. As Director of First Impressions, Jen is your first line of contact whether that comes over the phone or through the front door. She joins us from Wells Fargo in Camas, having more than 10 years’ experience in the financial industry. Some of our clients already recognized her familiar face and had fun making the connection with her new position and her previous one. Click here to learn more about Jen.

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Baker & Johnson Bixby Go to Washington (Olympia)

As a firm, we strive to stay up-to-date with legislative changes, both locally and nationally, that could affect the planning we do for our clients at Johnson Bixby. In addition, we look for opportunities to share our perspective and try to influence the decisions that are being made. Here’s what Kim & Heidi have been up to lately.

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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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