At the center of our financial planning services is a relationship. From our CERTIFIED FINANCIAL PLANNER™ practitioners and planning assistants to our administrative staff, our team of professionals is committed to getting to know you and your individual needs, desires and goals.

As a firm, we stay current on the latest issues, laws and education. Through the continued work of our entire staff, including our four experienced CERTIFIED FINANCIAL PLANNER™ professionals - Heidi, Kim, Becky, and Megan - we offer you the most current financial planning information and options.

While you will typically have an ongoing relationship with one planner and a planning assistant, our entire team is available to help you.

Heidi M. Johnson Bixby, CFP®
Heidi has worked in the financial planning field since 1991. She received her CERTIFIED FINANCIAL PLANNER™ certification in 1997, and holds a bachelor's degree in business with an emphasis in financial planning from Marylhurst University. Heidi has been a member of the Financial Planning Association of Oregon & SW Washington since 1994 and is a current board member for Columbia Springs Environmental Education Center & the Nonprofit Network. She also loves to travel and has been to 24 countries.


Kimberly S. Baker, CFP®
Kim joined Johnson Bixby & Associates in 1993 and earned her CERTIFIED FINANCIAL PLANNER™ certification in 1998. She holds a bachelor's degree in business from Portland State University and earned the designation of Certified College Planning Specialist in 2006. Kim has been actively involved with the Oregon & SW Washington chapter of the Financial Planning Association for over a decade, and currently serves on the board. She enjoys hiking with her husband Dan and dog Riley.



Rebecca L. Eckert, CFP®, ChFC
Becky has been in the financial planning field since 1997. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2006 and ChFC (Chartered Financial Consultant) designation in 2007. Becky is a member of the Financial Planning Association of Oregon & SW Washington. She likes spending her time outside of the office hiking with her husband, Don, gardening, working on needlepoint projects, and doing just about anything outdoors.


Megan Woodard, CFP®, EA
Megan has worked in the financial planning field since 1997. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2000 and has been an EA (Enrolled Agent) since 2009. She holds a bachelor's degree in economics from Portland State University and graduated from its University Honors Program after spending her senior year at Waseda University in Tokyo. Megan is a member of the Financial Planning Association. Outside of work, she enjoys experiencing cultural events with her husband, Phil, and taking on new sewing projects and recipes.


Sheila Boyle
Sheila joined Johnson Bixby & Associates in 1997 and has 16 years experience in operations. Sheila and Jay, her husband, have two grown sons. In their free time, they participate in the Domesti-Pups program by taking their two dalmatians to visit residents of several care facilities as well as being a "Reading Pup" listening to children read aloud to improve their skills.



Karen Brown, RP®
Karen has worked in the financial planning field since 1999 and has been in operations with Johnson Bixby & Associates since 2004. She holds a bachelor's degree from the University of Alabama and earned the Registered ParaplannerSM designation in 2007. Karen completed the University of Portland's executive certificate in financial planning program and loves spending time with her husband, Robert, and two grown sons.


BettyMay Buntin
BettyMay is the first person you see when you enter our office. She has been with Johnson Bixby & Associates since 2007 and has been in the accounting field for more than 25 years. BettyMay is a member of the board of advisors for Clark County Animal Control and crochets afghans for the Project Linus foundation. Along with scrapbooking and stamping, BettyMay and her husband love spending time with their grandchildren.


Nicole Meehan
Nicole joined our team in 2006 after spending six years working with middle school and high school students as a youth pastor. She holds a bachelor's degree from Washington State University in business administration. In addition to being on our operations team, she manages the technology and information systems, and oversees new client relations. Nicole is married to her best friend, Matt, with whom she enjoys playing tennis and golf whenever it's sunny. When it is rainy, she and Matt enjoy football season.


Annette Santos
Annette has worked in the financial planning field since 2001 and has been in operations with Johnson Bixby & Associates since 2005. Annette is originally from the tropical island of Guam, leaving her island home to pursue her college education on the mainland. She and her husband, Colin moved from Northern California to the Northwest in 1996. They enjoy music, movies, laughing, and travelling outside the U.S. when they can. They simply adore (well, Annette does) their very cute, and loveable Pomeranian, Ollie, who enjoys walks, cheese, and riding in the car.

Diana Shaw, PHR
Diana became the business manager at Johnson Bixby & Associates in early 2010. Over the last fifteen years, she has maintained a human resources consulting practice in Vancouver. Currently, Diana is the treasurer for the Southwest Washington Human Resources Management Assocation (SWHRMA). Originally from Kansas, Diana holds bachelor's degrees in psychology and corrections from Kansas State University. Diana is married to Ed Hall, with whom she enjoys running and hiking on the many trails the northwest has to offer. Diana and Ed have one grown daughter.