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, CFP®
Director of Financial Planning/Planner
Heidi Johnson Bixby, CFP®
CEO & President/Planner
Zach Reuter, CFP®
Financial Planner
Amanda Reynolds, MA, CFP®, CPA
Financial Planner
Lynn Snyder, MBA, CFA®
Portfolio Manager
Patricia Spies, MBA, CFP®
Financial Planner
Alexander Ali, AFC®
Paraplanner
Lana Alvarez
Compliance/Audit Manager
Kailee Aparicio
Client Services II
Karen Brown
Client Services
Karen Marshall
Office Administrator
Mandy Peterson
Client Services Manager
Haley Smart, FPQP™
Senior Technical Specialist
Cindy Staley
Compliance Specialist
Ellen Tennant
Client Services
José Vélez
Client Services II
Business Team
Cynthia Boman Thompson, MS, CFP®
Chief Financial Officer
Megan Dixon, CAP®
Director of Community Investments & Relationships
Rachel Gorretta, CDMP, PCM
Marketing & Communications Director
Kristi Koebke
Chief Marketing Officer
Vivian Le Cousins
Senior Accountant
Bob McMahan
Information Technology Manager
Juli Potts, SHRM-CP, PHR, CCP
Senior Director of Human Resources
Jim Scott
Facilities Maintenance Tech
Saskia van Verseveld
Chief Operations Officer
Brigg Wolgamott
IT Support Specialist
Melanie Yeagley
Marketing & Event Support Specialist
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.
What is a CFP®?
Our firm requires our financial planners be certified through the Certified Financial Planner Board of Standards, Inc. (CFP Board).They go through rigorous and ongoing training. All our planners exceed the minimum of 30 hours of continuing education every two years to maintain certification.
Why does this matter?
You’ll find our recommendations to be objective, current, accurate, and customized.
Learn more about the standards our CFP® professionals must meet.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
What is a CFA®?
The Chartered Financial Analyst® (CFA®) credential is the globally recognized mark of distinction and benchmark for measuring the expertise, experience, and ethics of serious investment professionals. The CFA charter demonstrates mastery of a broad range of practical portfolio management and advanced investment analysis skills.
To earn the CFA charter, candidates must pass three sequential, six-hour examinations (eighteen hours in total) over a period of two to four years.
What is a FPQP?
Individuals who hold the Financial Paraplanner Qualified Professional™, FPQP™ designation have completed a year-long course of study encompassing the financial planning process, the five disciplines of financial planning, general financial planning concepts & terminology and product categories.
Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Our FPQP™ PROFESSIONALS meet the following standards:
- Education– Designees renew their FPQP™ mark every two-years by completing at least 16 hours of continuing education.
- Adherence to Standards– All designees have agreed to adhere to Standards of Professional Conduct as outlined by the College for Financial Planning and must reaffirm compliance biannually.
Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
What is an AFC®?
The Accredited Financial Counselor® certification is issued by the Association for Financial Counseling & Planning Education (AFCPE). Through a combination of experience and educational requirements AFCs are mainly focused on financial education, guidance and training. They educate clients on money management, debt reduction, rebuilding credit, investing for retirement and other money-related topics.
To earn the AFC® certification, candidates must complete in class education coursework, complete an exam, and gain 1000 hours of experience.
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.
When we give back, it creates a ripple effect.
Being active members of our communities results in positive impact in three key areas:
The Ripple Effect
People
Profession
Communities
Learn what the Ripple Effect means to us.
People
We give people the time and resources to do their best. We empower clients and team members to have professional and personal success.
Our Profession
We provide career path opportunities in the financial planning profession and participate in industry organizations.
Interested in learning more about a career with Johnson Bixby? Reach out.
Our Communities
We participate in and support community organizations and resources.
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.