Together in the Community
Don’t miss an upcoming event!
We Believe in the Ripple Effect
An understanding that together we are greater than the sum of our parts and a knowing that small, positive actions can make an impact on those around us.
We envision a community where every person has the resources and information needed to live their best life.
Read Our Community Impact Report
Learn about some of the ripples of positive impact we made together in 2023.
Join Us for an Upcoming Event
Whether it’s volunteering in the community or attending one of our educational Ripple Events, let’s come together and connect in 2024!
Ripple Events are gatherings in which we share information with our community. You’ll walk away with insights and tools to make informed decisions.
Our upcoming events:
Ripple Impact Northwest: Volunteer Match-Up
Ripple Space
July 15, 2025
Join the Greater Vancouver Chamber & Ripple Impact NW, on Tuesday, July 15th, from 4:30 PM – 6 PM, for a unique opportunity to discover the perfect nonprofit match for you!
Designed specifically for attendees to engage with local nonprofits in a “speed mingling” environment, this casual yet informative gathering will allow you to discover new and interesting organizations.
This is a fantastic way to get to know several different organizations in SW Washington and learn about new unique ways you can support them.
Women Invest: Confident Investing Panel
Ripple Space
July 23, 2025
Hear from a dynamic panel of CFP® professionals from Johnson Bixby about practical first steps to start investing with confidence.
Bring your questions, your curiosity, and a friend!
Understanding Estate and Trust Taxes
Ripple Space
August 19, 2025
Estate and trust taxes aren’t just for the wealthy—they’re part of every family’s financial story. Whether you’re planning ahead or managing the details after a loss, understanding how these taxes work can ease stress and help you make confident, informed decisions. Join our team for our next Ripple Event, hosted by Integrated Tax Services, where we’ll have a practical and compassionate conversation on what to expect as a future executor, trustee, or family member involved in the process.
Registration Coming Soon
Markets versus Economy
Ripple Event
Ripple Space
September 23, 2025
In a time of jarring headlines and economic uncertainty, understanding the difference between ‘the market’ and ‘the economy’ has never been more important. Our next Ripple Event: Markets versus Economy, brings together local economist Scott Bailey, our Portfolio Manager, Lynn Snyder, MBA, CFA®, and Heidi Johnson Bixby, CFP®, to break it all down in plain terms.
This dynamic panel will explore what drives the stock market versus what drives the economy, how they intersect (and diverge), and what market movements can signal for our region.
Whether you’re a seasoned investor, a curious professional, or just trying to make sense of what you’re hearing in the news, you’ll walk away with clarity, context, and practical perspective.
Registration Coming Soon
Free Financial Planning Day
Online or In-Person
October 22, 2025
Schedule your 30-minute Zoom or in-person session held at our office in downtown Vancouver.
Our Guideposts for Giving
Over the years, our giving has become more strategic as we’ve built partnerships with local nonprofits and honed our commitment as a company. We’ve developed four philanthropic guideposts that help direct our community investment work: Financial Empowerment, Community Enhancement, Empowerment through Leadership, and Programs for Positive Change.
Financial Empowerment
Community Enhancement
Leadership & Innovation
Positive
Change
It’s Possible
When we participate in and support our communities, it’s possible for us to leave them better than we found them. And when we work together, it’s possible to create something better than any one of us could do alone.
Directed by our guideposts, our giving falls into three main categories: Nonprofit Support & Sponsorship, Financial Empowerment, and CommUNITY Hours.
Nonprofit Support & Sponsorship
Each year, we dedicate a portion of our budget toward sponsoring and supporting local nonprofits that fit within our Guideposts. Our Community Engagement Committee, comprised of team members, reviews all requests monthly.
Do you have a nonprofit you’d like us to know about? Please complete the Request Form.
Financial Empowerment
Workshops: Our Financial Planners, CPA’s, Enrolled Agents, and other team members dedicate time and talent to teaching financial education across our community. We’ve worked with high school students, young adults leaping into new careers, and older adults re-entering the workforce.
Are you interested in having one of our team members teach at your organization or school? Email our Director of Community Investments & Relationships, Megan Dixon.
Free Financial Planning Days: Twice each year, our team of financial planners dedicates a day to providing 30-minute free financial planning advice to any community member who is interested.
Our 2025 Free Financial Planning Day is on:
CommUNITY Hours
Each year, our team members receive CommUNITY hours to invest back into the community in areas that are important to them. Often, team members participate in group-supported volunteer activities where their combined time and talent make a big impact.
Needing hands-on help or have a project where our team could dedicate their time?
Let us know about the project!
Corporate Support & Sponsorship Request Form
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Financial Empowerment
Community Enhancement
Leadership & Innovation
Positive Change
Partnerships
Through partnerships, we can create ripples of positive change.
Building community doesn’t happen overnight and we are actively building relationships with a number of organizations.
Here are several of our new partner organizations.
Have ideas for a community partnership?
We’d love to hear them.
