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Meet the people who help you see the possibilities.

Our team is passionate about making a difference in people’s lives.
We are financial professionals who use our technical knowledge and care to help people see what’s possible in life.

Financial Planning Team

Kimberly S. Baker

Kimberly S. Baker, CFP®

Director of Financial Planning/Planner

Heidi Johnson Bixby

Heidi Johnson Bixby, CFP®

CEO & President/Planner

Zach Reuters

Zach Reuter, CFP®

Financial Planner

Amanda Reynolds

Amanda Reynolds, MA, CFP®, CPA

Financial Planner

Lynn Snyder

Lynn Snyder, MBA, CFA®

Portfolio Manager

Patricia Spies

Patricia Spies, MBA, CFP®

Financial Planner

Alexander Ali

Alexander Ali, AFC®


Lana Alvarez

Lana Alvarez

Compliance/Audit Manager

Kailee Aparicio

Kailee Aparicio

Client Services II

Karen Brown

Karen Brown

Client Services

Karen Marshall

Karen Marshall

Office Administrator

Mandy Peterson

Mandy Peterson

Client Services Manager

Haley Smart

Haley Smart, FPQP™

Senior Technical Specialist

Cindy Staley

Cindy Staley

Compliance Specialist


Ellen Tennant

Client Services

José Vélez

José Vélez

Client Services

Business Team

Cyndi Boman Thompson

Cynthia Boman Thompson, MS, CFP®

Chief Financial Officer

Megan Dixon

Megan Dixon, CAP®

Director of Community Investments & Relationships

Rachel Gorretta

Rachel Gorretta, CDMP, PCM

Marketing & Communications Director

Kristi Koebke

Kristi Koebke

Chief Marketing Officer

Vivian Le Cousins

Vivian Le Cousins

Senior Accountant

Bob McMahan

Bob McMahan

Information Technology Manager

Juli Potts

Juli Potts, SHRM-CP, PHR, CCP

Senior Director of Human Resources

Jim Scott

Jim Scott

Facilities Maintenance Tech

Saskia Van Verseveld

Saskia Van Verseveld

Chief Operations Officer

Brigg Wolgamott

Brigg Wolgamott

IT Support Specialist

Melanie Yeagley

Melanie Yeagley

Marketing & Event Support Specialist

three members of the Johnson Bixby team collaborating on a client's financial plan

We are financial planners, advisors, and confidantes.

We combine technical knowledge in financial planning and portfolio management with care to help you see what’s possible in life.

We are credentialed.

Our team has earned some of the most recognizable credentials in the financial planning and investment management industries. We stay up on trends and developments with ongoing continuing education.

Johnson Bixby is committed to life-long learning and the continual enhancement of our skills to better serve our clients.

What is a CFP®?
What is a CFA®?
What is a FPQP?
What is an AFC®?

We are a fiduciary.

That means we do what’s best for you. You can count on placing the utmost trust and confidence in us as your financial advisors. We provide you with the highest standard of care in return.

Not only are we compelled to do this as a firm; we are obligated to act solely in your interests by law.

We are a fee-based firm.

We set fees for services based on your level of assets and the complexity or simplicity of your financial situation. We can speak to this more specifically once we understand your unique situation.

As you compare your options for financial advice, planning and portfolio management, it’s important for you to understand what you’re paying for and why.

We are independent.

We are a Registered Investment Adviser owned by a single owner, Heidi Johnson Bixby, not by a larger financial institution. That means we aren’t limited on the kinds of financial products and services we recommend, and you receive planning, advice and investments personalized for your situation. 

Johnson Bixby financial planners collaborating in the office

Our culture is all about symbiosis.

We forge and feed relationships that are mutually beneficial and satisfying, through care and support.

members of the Johnson Bixby team collaborating in a meeting

What drives us?
Our shared values.

  • Practice Curiosity
  • Stay Humble
  • Build Connection
  • Bring Energy
  • Think Big

When we give back, it creates a ripple effect.

Being active members of our communities results in positive impact in three key areas:

ripple effect icon

The Ripple Effect




Learn what the Ripple Effect means to us.

Current Openings

We are always interested in making new connections. We don’t have any current positions open, but feel free to send along your resume to be considered for future opportunities. 

Would you like to join the Johnson Bixby team?

Send us your resume to be considered for future openings.