A Charitable Giving Experience
Charitable giving is an important part of the financial picture for many of our clients. Whether you have an annual giving plan in place, or want...
Charitable giving is an important part of the financial picture for many of our clients. Whether you have an annual giving plan in place, or want...
Aug 9, 2021
Whether you recently drained your savings enduring pandemic related expenses, or are simply looking for easy ways to save more – we have tips for...
Mar 22, 2021
Your credit report is a detailed log of all of your lines of credit and credit-based activity which is managed by three different credit bureaus...
Jul 20, 2020
It’s easy to maintain our physical well-being with diet and exercise but when is the last time you checked on your financial health? There are...
Sep 23, 2019
Series 7, 65 and 63
Life, Health, Disability and Long Term Care Insurance
Series 6, 62, 65 and 63
Life, Health, Disability and Long Term Care Insurance
Whether it’s the game of Gonzaga basketball or the game of personal finance, Zach is a huge fan. After making a 180- degree career change from nonprofit work to financial services, Zach is driven by the empowerment and confidence sound financial planning brings to people’s lives.
After college, Zach served as an AmeriCorps volunteer for two years in Spokane before transitioning to a Portland area nonprofit helping connect volunteers to service agencies across the Pacific Northwest.
After a budding fascination with personal finance became an obsession, he started working with a financial planning firm in Portland before joining Johnson Bixby in 2020. Zach was a member of our client services team prior to completing the requirements to become a Certified Financial Planner® professional and joining our team of planners.
Zach enjoys staying on top of changing financial law and regulations, but also learning about how to help clients use their resources, financial and otherwise, to live a meaningful life.
Series 7, 65 and 63
Life, Health, Disability and Long Term Care Insurance
Series 7, 66
Life, Health, Disability and Long Term Care Insurance
Series 7, 65 and 63
Series 6 and 63
Life, Health, Disability and Long Term Care Insurance
Accredited Financial Counselor® Certification
Bachelor of Fine Arts in Advertising
Academy of Art University in San Francisco
Series 7 & 66
Budgeting
Compliance/Audit Manager
Office Administrator
Client Services Manager
Mandy is a natural at building rapport with clients, something she likely picked up after working the bulk of her career in family law.
In 2018, she switch paths from the legal field to financial services and quickly learned this was the industry for her! She joined Johnson Bixby in 2020 where she worked her way to the role of Client Services Manager. Mandy found she has a passion for supporting clients with reaching their financial goals and helping team members reach their professional goals.
Rachel is an optimistic realist helping promote the Johnson Bixby brand in all the ways that matter—whether that be to existing clients, future clients, employees or community partners. A natural people person who gets an extrovert classification on every test she’s taken, she tackles each communication challenge that comes across her plate with grace and enthusiasm.
A lifelong communicator who had childhood dreams of becoming a news broadcaster, she spent her early career years in public relations and marketing roles. After more than a decade in corporate communications, she moved to a local creative agency in account services where she realized she had a passion for promoting brands for smaller businesses.
Away from the office, Rachel enjoys entertaining friends and family over a homecooked meal—especially ones that contain vegetables from her garden.