Meet the people who help you see the possibilities.

Our team is passionate about making a difference in people’s lives.
We are experts 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®

Client Services

Lana Alvarez

Lana Alvarez

Compliance/Audit Manager

Kailee Aparicio

Kailee Aparicio

Client Services

Karen Brown

Karen Brown

Client Services

Karen Marshall

Karen Marshall

Office Administrator

Mandy Peterson

Mandy Peterson

Client Services Manager

Haley Smart

Haley Smart, FPQP™

Client Services Technical Specialist

Cindy Staley

Cindy Staley

Compliance Specialist

Ellen_Tennant_PROFILE

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 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 Advisory owned by a single owner, Heidi Johnson Bixby, not by a larger financial institution. We aren’t bound by outside interests and aren’t limited in what kinds of financial products or services we can recommend. That means you receive advice tailored to your situation.

Johnson Bixby financial planners collaborating in the office

Why work with us?

Since 1983, individuals and families in Southwest Washington and Oregon — and beyond — have worked with Johnson Bixby as their trusted financial planners.

Make more informed decisions.

At Johnson Bixby, we help our clients make informed decisions to navigate life’s many turns and reach their goals using a comprehensive approach to financial planning and portfolio management.

See what’s possible.

We are experts who use our technical knowledge and care to help people see what’s possible in life. That’s what makes us different: expertise and empathy. We hear what’s not being said. We surface the questions you’re not asking but should be. All in service to helping you live your best life.

Take the long view.

We are consistent about being proactive not reactive. And it’s our steady, patient approach to financial planning and investment strategy that works well for the individuals and families who partner with us.

Reach out

If you’d like to learn more about what it’s like to work with our team, please call or email us.

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

People

Profession

Communities

Learn what the Ripple Effect means to us.

How we give back

We have the privilege and the responsibility to teach others about personal finances.

That’s why we focus on financial empowerment.

Kim Baker, our Director of Financial Planning, works through a budget with a Cascadia Tech Academy student

Kim Baker, our Director of Financial Planning, works through

a budget with a Cascadia Tech Academy student.

Financial Empowerment Workshops

These workshops are one way we create a ripple effect of
positive impact in our community.

In partnership with Financial Beginnings®,
we’re empowering youth and adults in our community
to take control of their financial futures.

If you’d like to become a volunteer instructor, reach out.

Learn about our goals for this initiative.

We give back for a better community.

Whether we are volunteering, sponsoring an event, or sharing our time and talents, our Community Engagement Program unites our efforts so that together, we can make a tangible difference in Clark County.

We focus support on organizations and events that align with our shared values.

Local organizations we support include:

Financial Beginnings Washington Logo
Share Logo
Global Sojourners Giving Circle Logo
Johnson Bixby Local Organizations _0003_Columbia Springs Logo
Cascadia Tech Academy Foundation Logo
Financial Beginnings Washington Logo
Share Logo
Global Sojourners Giving Circle Logo
Johnson Bixby Local Organizations _0003_Columbia Springs Logo
Cascadia Tech Academy Foundation Logo

Would you like to join the Johnson Bixby team?

Send us your resume to be considered for future openings.