Meet Your Team

When you’re looking for a financial advisor, it’s important to turn to someone you can trust—someone who is both an experienced guide and a confidant. At Johnson Bixby, our team of financial experts provides holistic guidance by getting to know you well, so that we can be your sounding board, coach and advocate. Check the background of our investment professionals on FINRA’S BrokerCheck


Heidi M. Johnson Bixby, CFP ®

Heidi Johnson Bixby
Heidi Johnson Bixby

Heidi M. Johnson Bixby, CFP ®

Heidi is the owner of JBA—or, as we like to say, the architect. She began her career in financial planning in 1991 as an assistant to Deborah Johnson, our company’s founder. She achieved her Cetified Financial Planner certification in 1997 and has been devoted to working with JBA clients ever since.

A world traveler and avid photographer, Heidi loves to document her adventures with her camera. Photography is the perfect creative outlet for her. As she says, “It’s a way to capture the spirit of the people we meet, the land and the culture and bring it back to be shared.” Her favorite travel destinations include Zimbabwe, Thailand, Peru, Belize, South Africa, and Scotland.

  • Heidi earned her bachelor’s degree in business with an emphasis in financial planning from Marylhurst University in Portland.
  • She has held her CFP® designation since 1997.
  • An active member of the community, Heidi has chaired or served on the boards of many nonprofits over the last 20 years. She currently serves as board chair for Columbia Springs, and also as board treasurer of Global Sojourns Giving Circle.
  • Heidi isn’t just the architect of the firm—she also designed her own home.

KIMBERLY S. BAKER, CFP ®

Kim Baker
Kim Baker

KIMBERLY S. BAKER, CFP ®

Kim is a natural problem solver, which is what drew her to the profession. What she enjoys most about her job is helping her clients evaluate their financial situation and finding a way to make all of the pieces fit together. She’s been a member of JBA since 1993.

Kim is passionate about improving financial literacy, something she’s been able to do both with her clients and in the community through her volunteer work with the Financial Planning Association of Oregon & SW Washington.

Ten years ago, she discovered the international sport of volkswalking—non-competitive goal-oriented group walking. She has since logged more than 300 miles per year for a total of 2,700 miles in several countries and counting! She even won an award in Bath, England, for being the 1,000th person to complete their Heritage Walk in 2010.

  • Kim completed her bachelor’s degree in business with an emphasis in marketing at Portland State University.
  • She has held her Certified Finacial Planner certification since 1998 and earned her Certified College Planning Specialist designation in 2006.
  • Kim and her husband, Dan, love to hike and do home improvement projects—everything from gardening and painting to plumbing and tiling. No project is too daunting!

Becky Salsburg, CFP ®, EA

Tax Professional

Becky Salsburg
Becky Salsburg

Becky Salsburg, CFP ®, EA, Tax Professional

Becky was made for this career: She loves working both with numbers and with people. She has worked in the financial planning and tax industry for two decades. She is currently Treasurer of the Financial Planning Association of Oregon & SW Washington. Becky joined JBA in 2010.

As a CFP and an Enrolled Agent, Becky enjoys helping her clients navigate today’s ever-evolving financial landscape. She thrives when working face-to-face with clients, and actually relishes in the task of keeping up with the ever-changing tax code.

Becky grew up in California and Wyoming before moving to Oregon during college. A true West Coast native, she loves camping, hiking and traveling with her family. She is married with two sons.

  • Becky holds a bachelor’s degree in international business and finance from Oregon State University, with a minor in economics.
  • She earned her Certified Financial Planner™ certification in 1999.
  • Becky earned her Enrolled Agent (EA) designation in 2012.
  • Her favorite place in the world is the Grand Tetons.

Blaine E. Canfield, CLU ®, ChFC ®, EA

Blaine E. Canfield, CLU ®, ChFC ®, EA

Blaine has over 40 years of experience in the financial services industry. Prior to joining Johnson Bixby, he was the founder and principal of Canfield Financial Services, which was established in 1994. His primary focus is helping clients integrate their investment, insurance, tax and estate planning. Every situation is different, and Blaine sincerely enjoys the challenge of finding the right solution to help each client achieve their dreams and goals.

Robert Okada, CFA ®

Senior Investment Strategist

Robert Okada
Robert Okada

Robert Okada, CFA ®, Senior Investment Strategist

Bob has always been fascinated with the world of global financial markets, which led him to pursue a career in portfolio management. He takes pleasure in narrowing down the universe of securities to design unique and efficient investment portfolios.

Before joining JBA in 2015, Bob was principal and portfolio manager at the Okada Group, where he managed multi-asset class portfolios for individual investors. In his three decades in the industry, he’s amassed an impressive resume: He’s managed client portfolios at O2 Capital Management, served as vice president in Smith Barney’s mortgage products group, and was a fixed income specialist for Salomon Brothers.

When he’s not thinking about the stock market, he takes advantage of the splendor of the Pacific Northwest as an avid fly fisherman, mountain biker, telemarker and backcountry skier.

  • Bob has held his Chartered Financial Analyst® designation since 2004.
  • He earned his bachelor’s degree in business administration – finance from the University of Washington.

Melissa L. Spoharski, EA

Tax Professional

Melissa Spoharski
Melissa Spoharski

Melissa L. Spoharski, EA, Tax Professional

You may not enjoy tax preparation, but Melissa does, which is what makes her so good at her job. When she began her career as a tax professional in 2001, she spent the off-season leading bus tours through the New England fall foliage. Melissa started her own tax preparation business in North Carolina in 2004 and sold it in 2014 to move to the Pacific Northwest. That’s when we found her.

As an EA, Melissa can represent clients in tax matters before the IRS, and is a Fellow of the National Tax Practice Institute, the highest level of distinction available to members of the National Association of Enrolled Agents.

A Pennsylvania native, Melissa is a loyal fan of the Pittsburgh Steelers. She lives in Vancouver, Washington, with her husband, Eric, and their dog, Bogie, named after Humphrey Bogart because he’s very handsome.

  • Melissa earned her bachelor’s degree in Japanese from Georgetown University.
  • She became an Enrolled Agent in 2004.
  • She worked in logistics for CBS Sports during the 1998 Nagano Winter Olympic Games.

Jeri Boston, CLTC

Insurance

Jeri Boston
Jeri Boston

Jeri Boston, CLTC, Insurance

Jeri chose financial services because she loves helping clients improve their financial health—and it doesn’t hurt that she loves spreadsheets. She’s been JBA’s in-house life insurance and long-term care specialist since 2012.

Jeri shifted to this industry nearly a decade ago, after 25 years in retail and merchandise management. She’s worked at Nike and Meier & Frank, and spent 15 years as a manufacturer’s representative.

She’s a Montana native who has a bit of an obsession with crafting. She enjoys restoring old furniture, sewing and perusing Pinterest for her next project. Jeri lives in Brush Prairie, Washington, with her teenage son.

  • Jeri majored in Merchandising Management at Oregon State University, with a minor in Business Administration.
  • She earned her Certified in Long Term Care (CLTC) designation in 2014.
  • She has held her Series 7 and Series 66 designations and her insurance licenses in Oregon and Washington since 2006.

Karen Brown, RP ®

Client Services

Karen Brown
Karen Brown

Karen Brown, RP ®, Client Services

What Karen loves most about her job is helping others. It’s in her nature, whether she’s working with her clients, taking care of her family, or connecting with the community through her church. You can attribute her penchant for hospitality to her Southern roots.

Karen joined JBA when she and her late husband relocated to Vancouver in 2004. She’s a 17-year veteran of the financial planning industry, and has been working in a support role for 40 years.

A Jazzercise aficionado, Karen is looking forward to spending more time enjoying the outdoors and wants to learn to dance. Karen has two grown sons and a daughter-in-law—but no grandkids just yet

  • Karen holds a bachelor’s degree from the University of Alabama.
  • She obtained her Registered Paraplanner® certification in 2009.
  • With her father in the Navy and Civil Service, Karen lived in five different Southern states as a young girl, and enjoyed time with her husband and family living in Mississippi; Alabama; New Brunswick, Canada; and Indianapolis before moving to Washington.

Annette Santos

Client Services

Annette Santos, Client Services

Annette has been a member of the JBA team since 2005, and is a big reason our office runs so smoothly. She keeps things moving, ensuring that client forms, investments and transactions are processed accurately. Annette is the kind of person who checks in on clients and colleagues just to make sure they’re doing okay. At JBA, everything is in its place thanks to her.

Annette was born and raised on the island of Guam. She moved to Northern California for college, and it was there where she met her husband, Colin. After they got married, they moved to Vancouver, Washington, and have been happy to call this community home for nearly two decades.

  • Annette loves that her job always gives her something new to learn—from forms and technology to financial planning details.
  • She has a knack for spelling—and recently entered a spelling bee.

Lana Alvarez

Client Services

Lana Alvarez
Lana Alvarez

Lana Alvarez, Client Services

Details are Lana’s forte. And with more than 20 years of experience in the financial planning world, Lana knows exactly what details to look for. She has a laser-like focus on accuracy and completeness—a natural gift we appreciate greatly here.
Lana and her husband moved to the Northwest from Colorado, drawn to its proximity to the spectacular beauty of both the mountains and coast. She misses the Rockies and occasionally goes back to get her “Colorado fix,” but home is where the rain falls.

Lana lives with her husband and their two children.

  • In her free time, Lana enjoys hiking, biking, and camping.
  • Lana wants to take her family snorkeling in Honduras and Belize, where she and her husband traveled before they had children.

Haley Smart

Client Services

Haley Smart, Client Services

Whether she’s explaining the complex in simple terms, or unraveling a particularly tangled web, Haley brings her passion for learning and finding answers to the work she does every day. But these aren’t just abstractions. Her extensive background in volunteering shows that she’s in this to better the lives of people.

Haley started working in financial services in 2008 after an unexpected career change, but that was all the chance she needed. Since then, she has worked her way up, and built a formidable career helping clients achieve their financial goals. Now we get to benefit from her hard work, dedication, and serious problem-solving skills.

When she’s not working, Haley enjoys spending time with her husband and going to Timbers games. Yep, Haley is a super fan.

  • Haley adores her two rescue dogs, Comet and MJ.
  • She volunteers whenever possible.
  • She looks forward to kayaking and camping trips throughout the year.

Patricia Young

Client Services

Patricia Young
Patricia Young

Patricia Young, Client Services

Patricia believes in the ability of sound financial planning to improve quality of life, and she loves being connected with people every day.
Before joining Johnson Bixby, Patricia worked at Oregon State University in the human resources department. It was here that she learned the ins and outs of retirement benefits and federal compliance, and she’s excited about bringing her deep knowledge of human resources to the financial industry.
When the summer sun is shining, you can find Patricia playing beach volleyball or working on her Cuban salsa dancing skills. She loves to have fun, which makes her a great fit at Johnson Bixby.

  • Patricia earned her master’s in business administration at Oregon State University.
  • She comes from a big family and has four sisters and 11 nieces and nephews.
  • Originally from Ohio, Patricia is now a full-on resident of the Pacific Northwest, with a love of hiking, biking, and camping.

Megan Giesbers

CLIENT SERVICES

Megan Giesbers, CLIENT SERVICES

Megan is that rare person who is good with people and numbers. As a member of our Client Services team, Megan provides support to our advisors while she learns the ins and outs of financial planning. She’s eager to earn her Certified Financial Planner™ certification to help people reach their financial and life goals. With her drive and can-do spirit, Megan exudes a positivity the entire office feels.
A native of Battle Ground, Washington, Megan earned her degree in Business Management at Eastern Washington University in Cheney. After college, she returned to Southwest Washington to be closer to the Columbia River Gorge, to hike and be on the wetter side of the state.

• Megan was a successful recruiter for a large life insurance company before joining Johnson Bixby.
• She is a member of the Vancouver Chamber of Commerce and is excited to engage with various community groups.
• When she’s not hiking the Gorge, she enjoys running and stand-up paddle boarding.

Paula Lee

Business Manager

Paula Lee
Paula Lee

Paula Lee, Business Manager

Paula Lee is a people person—not a numbers person. Bringing out the best in her coworkers is what she does best. With her background in human resources, Paula thinks outside the box. It helps her inspire, direct and support those around her. Calm by nature, Paula handles just about any situation with precision, grace and humor.

Paula is the JBA team’s go-to person for everything from recruiting and onboarding new employees to managing public relations, marketing and organizing events.

When Paula isn’t juggling multiple projects, you’ll find her in her garden. Paula also enjoys traveling to sunny, warm locales and spending time with friends. She lives in Washougal, Washington, with her husband.

  • Paula managed a travel agency in Vancouver for a number of years and grew the firm into one of the top five in the Pacific Northwest in sales with the Walt Disney Travel Company.
  • She conducted a children’s choir for 17 years that performed musicals in Washougal.

Kartr Johnson

IT Manager

Kartr Johnson, IT Manager

Kartr Johnson joined the team when he shared his last name with Heidi in 2009, but officially getting office space in 2017. After 20 years working at a multi-national company as their IT & Systems Manager, he opted for bringing his skills to Johnson Bixby as our IT Manager. Although new to the financial services industry, Kartr’s sharp critical thinking skills and vast knowledge of system design will be key to preparing the firm technologically for current and future growth.

  • A native to the Pacific Northwest, Kartr is thankful for winding mountain roads to test his driving skills. Can we say sports car fanatic?
  • He has an equal interest in guitars on which he’s still trying to master a Jimi Hendrix song.
  • There always seems to be a new podcast to catch his attention and recordings of soccer games fill his Tivo.

Lindsey Norberg

Creative Director

Lindsey Norberg, Creative Director

Lindsey is an artist and creator who brings her passion for design to the work we do at Johnson Bixby. She applies her craft like she lives her life—with gusto and courage—and infuses the office with boundless energy.
Lindsey helped spearhead the branding and website redesign of Clark Community College and has worked with many other top-tier clients. We see her as a young professional on the rise and are proud to call her a member of the Johnson Bixby family.
In addition to being a top-notch designer, Lindsey is also a skilled photographer and illustrator. And when she’s not making cool stuff, she’s either going on a leisurely stroll or bingeing on the latest Netflix sensation. We think she’s pretty awesome.

  • Lindsey is a Clark Community College graduate, and currently pursuing a BA in Digital Technology and Culture at WSU Vancouver.
  • She once opened up her own coffee shop with some friends.
  • Her hobbies include reading comics, gaming on her computer and listening to podcasts.

Jennifer C. Morris

Director of First Impressions

Jennifer C. Morris, Director of First Impressions

Jennifer makes sure everything from greeting clients to coordinating mailings goes off without a hitch. Outgoing and always willing to help, Jennifer has terrific attention to detail, the ability to juggle multiple tasks, and a knack for making everyone feel special. No matter how busy she is.

Before joining Johnson Bixby, Jennifer was a lead teller at Wells Fargo for ten years, where she gained experience with compliance and oversight and helped many customers with day-to-day banking needs. At Johnson Bixby, she’s excited to learn about and build expertise in other aspects of financial services and planning and serve our clients.

A Washougal native, Jennifer loves spending time outside with and without her three kids (ages 12, 13 and 19).

  • Sundays during football season you can find Jennifer and her family, at home, watching the Seattle Seahawks.
  • Jennifer loves kayaking, boating and hiking.
  • Someday soon she hopes to take her family to Hawaii, but until then the beaches of Washington and Oregon are pretty great.

Michelle Bower

Office Assistant

Michelle Bower, Office Assistant

Before joining the Johnson Bixby team, Michelle learned how to wrangle complex tasks and execute on near impossible demands in the greatest pressure cooker environment of them all: the home.

For the last 13 years, Michelle has been devoted to loving, educating, and raising three boys. Now we get to benefit from those years of experience. Whether she’s organizing an event, facilitating meetings, or helping clients navigate murky waters, she does everything with precision, grace, and passion.

Active in her community and her church, Michelle loves being with and helping people. When she’s not working, she’s hosting game nights, making old furniture beautiful again, or watching her boys’ football and baseball games.

  • Michelle earned a certificate in Biblical Studies from Ecola Bible School in Cannon Beach, Oregon.
  • She lives in Vancouver, Washington, but grew up in Gresham, Oregon.
  • Her three boys are thirteen, eight, and five years old. 
Heidi Johnson Bixby

Heidi M. Johnson Bixby, CFP ®

Heidi is the owner of JBA—or, as we like to say, the architect. She began her career in financial planning in 1991 as an assistant to Deborah Johnson, our company’s founder. She achieved her Cetified Financial Planner certification in 1997 and has been devoted to working with JBA clients ever since.

A world traveler and avid photographer, Heidi loves to document her adventures with her camera. Photography is the perfect creative outlet for her. As she says, “It’s a way to capture the spirit of the people we meet, the land and the culture and bring it back to be shared.” Her favorite travel destinations include Zimbabwe, Thailand, Peru, Belize, South Africa, and Scotland.

  • Heidi earned her bachelor’s degree in business with an emphasis in financial planning from Marylhurst University in Portland.
  • She has held her CFP® designation since 1997.
  • An active member of the community, Heidi has chaired or served on the boards of many nonprofits over the last 20 years. She currently serves as board chair for Columbia Springs, and also as board treasurer of Global Sojourns Giving Circle.
  • Heidi isn’t just the architect of the firm—she also designed her own home.
Kim Baker

KIMBERLY S. BAKER, CFP ®

Kim is a natural problem solver, which is what drew her to the profession. What she enjoys most about her job is helping her clients evaluate their financial situation and finding a way to make all of the pieces fit together. She’s been a member of JBA since 1993.

Kim is passionate about improving financial literacy, something she’s been able to do both with her clients and in the community through her volunteer work with the Financial Planning Association of Oregon & SW Washington.

Ten years ago, she discovered the international sport of volkswalking—non-competitive goal-oriented group walking. She has since logged more than 300 miles per year for a total of 2,700 miles in several countries and counting! She even won an award in Bath, England, for being the 1,000th person to complete their Heritage Walk in 2010.

  • Kim completed her bachelor’s degree in business with an emphasis in marketing at Portland State University.
  • She has held her Certified Finacial Planner certification since 1998 and earned her Certified College Planning Specialist designation in 2006.
  • Kim and her husband, Dan, love to hike and do home improvement projects—everything from gardening and painting to plumbing and tiling. No project is too daunting!
Becky Salsburg

Becky Salsburg, CFP ®, EA, Tax Professional

Becky was made for this career: She loves working both with numbers and with people. She has worked in the financial planning and tax industry for two decades. She is currently Treasurer of the Financial Planning Association of Oregon & SW Washington. Becky joined JBA in 2010.

As a CFP and an Enrolled Agent, Becky enjoys helping her clients navigate today’s ever-evolving financial landscape. She thrives when working face-to-face with clients, and actually relishes in the task of keeping up with the ever-changing tax code.

Becky grew up in California and Wyoming before moving to Oregon during college. A true West Coast native, she loves camping, hiking and traveling with her family. She is married with two sons.

  • Becky holds a bachelor’s degree in international business and finance from Oregon State University, with a minor in economics.
  • She earned her Certified Financial Planner™ certification in 1999.
  • Becky earned her Enrolled Agent (EA) designation in 2012.
  • Her favorite place in the world is the Grand Tetons.

Blaine E. Canfield, CLU ®, ChFC ®, EA

Blaine has over 40 years of experience in the financial services industry. Prior to joining Johnson Bixby, he was the founder and principal of Canfield Financial Services, which was established in 1994. His primary focus is helping clients integrate their investment, insurance, tax and estate planning. Every situation is different, and Blaine sincerely enjoys the challenge of finding the right solution to help each client achieve their dreams and goals.

Robert Okada

Robert Okada, CFA ®, Senior Investment Strategist

Bob has always been fascinated with the world of global financial markets, which led him to pursue a career in portfolio management. He takes pleasure in narrowing down the universe of securities to design unique and efficient investment portfolios.

Before joining JBA in 2015, Bob was principal and portfolio manager at the Okada Group, where he managed multi-asset class portfolios for individual investors. In his three decades in the industry, he’s amassed an impressive resume: He’s managed client portfolios at O2 Capital Management, served as vice president in Smith Barney’s mortgage products group, and was a fixed income specialist for Salomon Brothers.

When he’s not thinking about the stock market, he takes advantage of the splendor of the Pacific Northwest as an avid fly fisherman, mountain biker, telemarker and backcountry skier.

  • Bob has held his Chartered Financial Analyst® designation since 2004.
  • He earned his bachelor’s degree in business administration – finance from the University of Washington.
Melissa Spoharski

Melissa L. Spoharski, EA, Tax Professional

You may not enjoy tax preparation, but Melissa does, which is what makes her so good at her job. When she began her career as a tax professional in 2001, she spent the off-season leading bus tours through the New England fall foliage. Melissa started her own tax preparation business in North Carolina in 2004 and sold it in 2014 to move to the Pacific Northwest. That’s when we found her.

As an EA, Melissa can represent clients in tax matters before the IRS, and is a Fellow of the National Tax Practice Institute, the highest level of distinction available to members of the National Association of Enrolled Agents.

A Pennsylvania native, Melissa is a loyal fan of the Pittsburgh Steelers. She lives in Vancouver, Washington, with her husband, Eric, and their dog, Bogie, named after Humphrey Bogart because he’s very handsome.

  • Melissa earned her bachelor’s degree in Japanese from Georgetown University.
  • She became an Enrolled Agent in 2004.
  • She worked in logistics for CBS Sports during the 1998 Nagano Winter Olympic Games.
Jeri Boston

Jeri Boston, CLTC, Insurance

Jeri chose financial services because she loves helping clients improve their financial health—and it doesn’t hurt that she loves spreadsheets. She’s been JBA’s in-house life insurance and long-term care specialist since 2012.

Jeri shifted to this industry nearly a decade ago, after 25 years in retail and merchandise management. She’s worked at Nike and Meier & Frank, and spent 15 years as a manufacturer’s representative.

She’s a Montana native who has a bit of an obsession with crafting. She enjoys restoring old furniture, sewing and perusing Pinterest for her next project. Jeri lives in Brush Prairie, Washington, with her teenage son.

  • Jeri majored in Merchandising Management at Oregon State University, with a minor in Business Administration.
  • She earned her Certified in Long Term Care (CLTC) designation in 2014.
  • She has held her Series 7 and Series 66 designations and her insurance licenses in Oregon and Washington since 2006.
Karen Brown

Karen Brown, RP ®, Client Services

What Karen loves most about her job is helping others. It’s in her nature, whether she’s working with her clients, taking care of her family, or connecting with the community through her church. You can attribute her penchant for hospitality to her Southern roots.

Karen joined JBA when she and her late husband relocated to Vancouver in 2004. She’s a 17-year veteran of the financial planning industry, and has been working in a support role for 40 years.

A Jazzercise aficionado, Karen is looking forward to spending more time enjoying the outdoors and wants to learn to dance. Karen has two grown sons and a daughter-in-law—but no grandkids just yet

  • Karen holds a bachelor’s degree from the University of Alabama.
  • She obtained her Registered Paraplanner® certification in 2009.
  • With her father in the Navy and Civil Service, Karen lived in five different Southern states as a young girl, and enjoyed time with her husband and family living in Mississippi; Alabama; New Brunswick, Canada; and Indianapolis before moving to Washington.

Annette Santos, Client Services

Annette has been a member of the JBA team since 2005, and is a big reason our office runs so smoothly. She keeps things moving, ensuring that client forms, investments and transactions are processed accurately. Annette is the kind of person who checks in on clients and colleagues just to make sure they’re doing okay. At JBA, everything is in its place thanks to her.

Annette was born and raised on the island of Guam. She moved to Northern California for college, and it was there where she met her husband, Colin. After they got married, they moved to Vancouver, Washington, and have been happy to call this community home for nearly two decades.

  • Annette loves that her job always gives her something new to learn—from forms and technology to financial planning details.
  • She has a knack for spelling—and recently entered a spelling bee.
Lana Alvarez

Lana Alvarez, Client Services

Details are Lana’s forte. And with more than 20 years of experience in the financial planning world, Lana knows exactly what details to look for. She has a laser-like focus on accuracy and completeness—a natural gift we appreciate greatly here.
Lana and her husband moved to the Northwest from Colorado, drawn to its proximity to the spectacular beauty of both the mountains and coast. She misses the Rockies and occasionally goes back to get her “Colorado fix,” but home is where the rain falls.

Lana lives with her husband and their two children.

  • In her free time, Lana enjoys hiking, biking, and camping.
  • Lana wants to take her family snorkeling in Honduras and Belize, where she and her husband traveled before they had children.

Haley Smart, Client Services

Whether she’s explaining the complex in simple terms, or unraveling a particularly tangled web, Haley brings her passion for learning and finding answers to the work she does every day. But these aren’t just abstractions. Her extensive background in volunteering shows that she’s in this to better the lives of people.

Haley started working in financial services in 2008 after an unexpected career change, but that was all the chance she needed. Since then, she has worked her way up, and built a formidable career helping clients achieve their financial goals. Now we get to benefit from her hard work, dedication, and serious problem-solving skills.

When she’s not working, Haley enjoys spending time with her husband and going to Timbers games. Yep, Haley is a super fan.

  • Haley adores her two rescue dogs, Comet and MJ.
  • She volunteers whenever possible.
  • She looks forward to kayaking and camping trips throughout the year.
Patricia Young

Patricia Young, Client Services

Patricia believes in the ability of sound financial planning to improve quality of life, and she loves being connected with people every day.
Before joining Johnson Bixby, Patricia worked at Oregon State University in the human resources department. It was here that she learned the ins and outs of retirement benefits and federal compliance, and she’s excited about bringing her deep knowledge of human resources to the financial industry.
When the summer sun is shining, you can find Patricia playing beach volleyball or working on her Cuban salsa dancing skills. She loves to have fun, which makes her a great fit at Johnson Bixby.

  • Patricia earned her master’s in business administration at Oregon State University.
  • She comes from a big family and has four sisters and 11 nieces and nephews.
  • Originally from Ohio, Patricia is now a full-on resident of the Pacific Northwest, with a love of hiking, biking, and camping.

Megan Giesbers, CLIENT SERVICES

Megan is that rare person who is good with people and numbers. As a member of our Client Services team, Megan provides support to our advisors while she learns the ins and outs of financial planning. She’s eager to earn her Certified Financial Planner™ certification to help people reach their financial and life goals. With her drive and can-do spirit, Megan exudes a positivity the entire office feels.
A native of Battle Ground, Washington, Megan earned her degree in Business Management at Eastern Washington University in Cheney. After college, she returned to Southwest Washington to be closer to the Columbia River Gorge, to hike and be on the wetter side of the state.

• Megan was a successful recruiter for a large life insurance company before joining Johnson Bixby.
• She is a member of the Vancouver Chamber of Commerce and is excited to engage with various community groups.
• When she’s not hiking the Gorge, she enjoys running and stand-up paddle boarding.

Paula Lee

Paula Lee, Business Manager

Paula Lee is a people person—not a numbers person. Bringing out the best in her coworkers is what she does best. With her background in human resources, Paula thinks outside the box. It helps her inspire, direct and support those around her. Calm by nature, Paula handles just about any situation with precision, grace and humor.

Paula is the JBA team’s go-to person for everything from recruiting and onboarding new employees to managing public relations, marketing and organizing events.

When Paula isn’t juggling multiple projects, you’ll find her in her garden. Paula also enjoys traveling to sunny, warm locales and spending time with friends. She lives in Washougal, Washington, with her husband.

  • Paula managed a travel agency in Vancouver for a number of years and grew the firm into one of the top five in the Pacific Northwest in sales with the Walt Disney Travel Company.
  • She conducted a children’s choir for 17 years that performed musicals in Washougal.

Kartr Johnson, IT Manager

Kartr Johnson joined the team when he shared his last name with Heidi in 2009, but officially getting office space in 2017. After 20 years working at a multi-national company as their IT & Systems Manager, he opted for bringing his skills to Johnson Bixby as our IT Manager. Although new to the financial services industry, Kartr’s sharp critical thinking skills and vast knowledge of system design will be key to preparing the firm technologically for current and future growth.

  • A native to the Pacific Northwest, Kartr is thankful for winding mountain roads to test his driving skills. Can we say sports car fanatic?
  • He has an equal interest in guitars on which he’s still trying to master a Jimi Hendrix song.
  • There always seems to be a new podcast to catch his attention and recordings of soccer games fill his Tivo.

Lindsey Norberg, Creative Director

Lindsey is an artist and creator who brings her passion for design to the work we do at Johnson Bixby. She applies her craft like she lives her life—with gusto and courage—and infuses the office with boundless energy.
Lindsey helped spearhead the branding and website redesign of Clark Community College and has worked with many other top-tier clients. We see her as a young professional on the rise and are proud to call her a member of the Johnson Bixby family.
In addition to being a top-notch designer, Lindsey is also a skilled photographer and illustrator. And when she’s not making cool stuff, she’s either going on a leisurely stroll or bingeing on the latest Netflix sensation. We think she’s pretty awesome.

  • Lindsey is a Clark Community College graduate, and currently pursuing a BA in Digital Technology and Culture at WSU Vancouver.
  • She once opened up her own coffee shop with some friends.
  • Her hobbies include reading comics, gaming on her computer and listening to podcasts.

Jennifer C. Morris, Director of First Impressions

Jennifer makes sure everything from greeting clients to coordinating mailings goes off without a hitch. Outgoing and always willing to help, Jennifer has terrific attention to detail, the ability to juggle multiple tasks, and a knack for making everyone feel special. No matter how busy she is.

Before joining Johnson Bixby, Jennifer was a lead teller at Wells Fargo for ten years, where she gained experience with compliance and oversight and helped many customers with day-to-day banking needs. At Johnson Bixby, she’s excited to learn about and build expertise in other aspects of financial services and planning and serve our clients.

A Washougal native, Jennifer loves spending time outside with and without her three kids (ages 12, 13 and 19).

  • Sundays during football season you can find Jennifer and her family, at home, watching the Seattle Seahawks.
  • Jennifer loves kayaking, boating and hiking.
  • Someday soon she hopes to take her family to Hawaii, but until then the beaches of Washington and Oregon are pretty great.

Michelle Bower, Office Assistant

Before joining the Johnson Bixby team, Michelle learned how to wrangle complex tasks and execute on near impossible demands in the greatest pressure cooker environment of them all: the home.

For the last 13 years, Michelle has been devoted to loving, educating, and raising three boys. Now we get to benefit from those years of experience. Whether she’s organizing an event, facilitating meetings, or helping clients navigate murky waters, she does everything with precision, grace, and passion.

Active in her community and her church, Michelle loves being with and helping people. When she’s not working, she’s hosting game nights, making old furniture beautiful again, or watching her boys’ football and baseball games.

  • Michelle earned a certificate in Biblical Studies from Ecola Bible School in Cannon Beach, Oregon.
  • She lives in Vancouver, Washington, but grew up in Gresham, Oregon.
  • Her three boys are thirteen, eight, and five years old.