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I Inherited a Brokerage Account. Now What?

Updated June 2026 In our previous articles in this series, we discussed what happens when you inherit assets and how inherited retirement accounts...

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Jun 8, 2026

Inheritance

Inherited an IRA? Here’s What to Consider.

Inheritance can be a tricky topic both from the perspective of giving and receiving. Whether you are on the side of leaving an inheritance or receiving inheritance from a loved one, there are things to know before naming beneficiaries or cashing a check.

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May 22, 2026

Inheritance

Understanding Inherited Assets: What You Should Know Before Making Decisions

Receiving an inheritance can feel like both a gift and a responsibility. Whether it’s a retirement account, brokerage portfolio, life insurance,...

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May 12, 2026

Inheritance

Inherited an IRA? Avoid Costly Mistakes and Maximize Your Tax Benefits

Over the years, we’ve worked with many clients navigating the complexities of inheriting retirement accounts. A common — and confusing — scenario...

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Aug 20, 2025

Inheritance

Planning for a Windfall

The unpredictability of life leads to many twists and turns. In some cases that means finding yourself on the receiving end of a large sum of money....

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Aug 7, 2023

Inheritance

Inheritance – Part 3: Property

In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…

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Aug 10, 2018

275 West Third Street, Suite 600
Vancouver, WA 98660

360-695-1795

Johnson Bixby Form CRS and Privacy Policy

Check the background of our investment professionals on FINRA’S BrokerCheck.

Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and Private Client Services are separate and unaffiliated.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore, some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

For your convenience, Johnson Bixby may provide links to third-party websites. These websites are not under Johnson Bixby’s control, and Johnson Bixby does not endorse, approve, or certify the accuracy or completeness of the information contained on these sites.

Kimberly S. Baker, CFP®

Director of Financial Planning / Financial Planner

Background

Kim has been a Certified Financial Planner® professional with Johnson Bixby since 1993, taking on various leadership roles along the way. She now serves as our Director of Financial Planning, mentoring and teaching our newer financial planners. Her work includes imparting the firm’s process and philosophy and preparing early-career planners to step into the role of trusted financial advisor.

To help lift the next generation of financial planning professionals, Kim also invests time and energy in speaking with finance students at local universities.

Kim keeps a pulse on industry and market trends and developments to help serve clients and the team. And she’s a key contributor to our firm’s Planning Matters blog, Ripple Events and pro bono work.

An enthusiastic problem solver who enjoys teaching others, Kim also works to improve financial literacy in the community and has held several officer positions with the Financial Planning Association of Oregon & Southwest Washington over the course of her 25-plus year membership.

Did You Know?

Kim enjoys the international sport of volkswalking—non-competitive goal-oriented group walking. She’s a lifetime member of the American Volkssport Association and walked all over the U.S. and in multiple countries.
She and her husband, Dan, are always up for their next big home improvement project!
After taking a 30-year break, she has recently rediscovered her love of playing piano.

Education

CERTIFIED FINANCIAL PLANNER® Certification

Certified College Planning Specialist

Bachelor of Business, Marketing emphasis, Portland State University

Elder Planning Specialist Training

Licenses Held

Series 7, 66, 63 and 65
Life, Health & Disability Insurance

Areas of Specialty

College Planning
Pension Planning
Tax Planning
Life Transitions

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington member

Guest lecturer at Oregon State University and University of Portland clubs

Heidi Johnson Bixby, CFP®

CEO, President and Financial Planner

Background

Heidi is the owner and ‘architect’ of our firm. She began her career in financial planning in 1991 as an assistant to Deborah Johnson, our company’s founder. She achieved her Certified Financial Planner® certification in 1997 and has been devoted to helping clients plan for the lives they want ever since.

One of Heidi’s earliest lessons about money was her parents saying, “If you want it, save your pennies.” It’s an approach she’s used her entire life, and one she shares often with others.

Today, Heidi leads Johnson Bixby with a clear vision and purpose – to continue building the firm to give back to the profession of financial planning and to the community.

Did You Know?

An active member of the community, Heidi has chaired or served on the boards of many nonprofits and business organizations over the last 25 years.
She is past board chair of Columbia Springs.
She currently serves as board treasurer of Global Sojourns Giving Circle and is a member of the Mackay Sposito board.
Heidi is the catalyst behind the scenes who launched Ripple Impact NW, a nonprofit focused on inspiring philanthropy locally, in 2022.
Heidi isn’t just the architect of our firm—she also designed her own home.
From multiple trips to Africa for GSGC work to Bangladesh and Shanghai to visit clients, Heidi has traveled to more than 30 countries, and travel continues to be the focus of her photography hobby.

Education

CERTIFIED FINANCIAL PLANNER® Certification

Bachelor of Business, Financial Planning emphasis, Marylhurst University

Licenses Held

Series 6, 62, 65 and 63
Life, Health, Disability and Long Term Care Insurance

Areas of Specialty

Estate Planning
Life Transitions
Retirement Planning
Tax Planning

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Global Sojourns Giving Circle, Board Treasurer

Vancouver Downtown Association, Member

Greater Vancouver Chamber, Member

Women Entrepreneurs Organization (WEO) Member

Zach Reuter, CFP®

Financial Planner

Background

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.

Did You Know?

At 6’7” Zach jokes about his ability to see above the fray and help make level-headed decisions (we love that he can reach high shelves in the office.)
In college, Zach studied abroad in Zambia, focusing on chimpanzee behavior and group dynamics.
He lives in the Salmon Creek area near WSU Vancouver with his wife, two children, and English bulldog, Penelope.
Watch Zach’s Meet the Planner video in which he talks about his work at Johnson Bixby.

Education

CERTIFIED FINANCIAL PLANNER® Certification

Bachelor of Psychology, Gonzaga University

Licenses Held

Series 7, 65 and 63
Life, Health, Disability and Long Term Care Insurance

Areas of Specialty

College & Education Planning
Retirement Planning
Tax Planning
Inheritance Planning
Employee Benefits Analysis

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Amanda Reynolds, CFP®, CPA, MA

Financial Planner

Background

Amanda knows talking about personal finances can feel very private, and sometimes it can be overwhelming. And that’s exactly why she is here combining her love of people and finance. As a Certified Financial Planner® professional, Amanda considers it a privilege to help guide our clients on a path toward achieving their goals.

Sometimes we don’t exactly know what we think or want until someone asks us pertinent questions, takes time to listen and draws connections about what they’ve heard. Amanda creates space for clients to feel comfortable sharing their values and priorities, so together they build a financial plan that is meaningful and realistic.

Growing up in California, she escaped to the Northwest years ago and still finds pure joy in every waterway she can dip her toes into. Whether it’s swimming, boating, kayaking, SUP’ing, hiking near a waterfall or simply sitting along the shore.

Did You Know?

Amanda started her career working in public accounting and then went on to be a part of several finance teams of local nonprofits.
On her wish list is learning to horseback ride.
She enjoys spending time with her nieces and nephews, occasionally being asked if she is their older sister.
Watch Amanda’s Meet the Planner video to learn more about her work at Johnson Bixby.

Education

CERTIFIED FINANCIAL PLANNER® Certification

CPA (Certified Public Accountant)

Master in Counseling

Bachelor of Business Accounting

Licenses Held

Series 7, 66
Life, Health, Disability and Long Term Care Insurance

Areas of Specialty

Retirement Planning
Life Transitions

Community & Professional Involvement

Union Chapel Board of Directors, Vancouver WA

Financial Planning Association of Oregon & SW Washington

Lynn Snyder, CFA, MBA

Portfolio Manager

Background

In the noisy and complex world of capital markets and investing, Lynn knows how to simplify and keep the conversation relevant to one’s personal goals. Afterall, it’s something he’s been doing his entire life, thanks to being raised in the heartland of Nebraska where Warren Buffet and Berkshire Hathaway were sources of inspiration.

Prior to joining Johnson Bixby, Lynn held a variety of financial roles including positions at U.S. Trust, Columbia Mutual Funds and Janus Mutual Funds.

Perhaps one of his most notable roles is the one as a father to three teenage daughters, who have all adopted their dad’s love of math as one of their favorite subjects.
In college, Lynn spent time in an honor’s travel abroad program in Greece, Turkey and Italy, where he met his wife.
For fun, you can find Lynn running marathons and fly fishing the streams of Oregon, Montana and Colorado.

Education

CERTIFIED FINANCIAL ANALYST®
Designation

Master of Business Administration, Finance, University of Colorado

Bachelor of Arts, Saint John’s University (Minnesota)

Licenses Held

Series 7, 65 and 63

Areas of Specialty

Asset Allocation
Portfolio Optimization
Equity & Fixed Income Analysis
Alternative Investments Analysis

Community & Professional Involvement

CFA Society of Portland

Patricia Spies, CFP®, MBA

Financial Planner

Background

As a Certified Financial Planner® professional, Patricia helps clients plan for tomorrow by taking care of today. With a clear understanding of each client’s unique financial vision, she works to develop a tailored path forward whether buying a home, starting a family, or planning for retirement.

From her perspective, change usually won’t occur unless the “why” is understood. Educating and coaching clients on ways to support their lifestyles without sacrificing their goals is a top priority. She also gives each client the time and attention they deserve to make sound financial decisions and feel confident they are prepared for the future.

Before joining Johnson Bixby in 2017, Patricia worked at Oregon State University in the human resources department. It was here that she learned the ins and outs of retirement benefits and federal compliance.

Did You Know?

Originally from Ohio, Patricia and her Oregonian husband, Kurt, are full-on residents of the Pacific Northwest.
Whether it’s gardening at home, finding a good hike or a walk around the block with her two young boys, every day is an adventure.
Watch Patricia’s Meet the Planner video in which she talks about her work at Johnson Bixby.

Education

CERTIFIED FINANCIAL PLANNER® Certification

Master of Business Administration, Oregon State University

Bachelor of Science in Business Administration, Bowling Green State University

Licenses Held

Series 6 and 63
Life, Health, Disability and Long Term Care Insurance

Areas of Specialty

Pension Planning
Retirement Planning
Tax Planning

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Alexander Ali, CFP®, AFC®

Financial Planner

Background

Alexander has a strong desire to help people make empowered financial decisions so they can live their best lives. He has a voracious appetite for learning and dives into research on technical financial questions, gaining a thorough understanding to help clients make informed choices.

Like so many people, Alexander learned to budget through fits and starts. He eventually succeeded in paying off debt and sticking to a spending plan, and then used his newfound skills to help those around him who were struggling. He felt a calling to the financial planning profession, so he left the graphic design field to become a Financial Counselor and coach, attaining the Accredited Financial Counselor® designation and opening his own private practice.

Upon joining Johnson Bixby, Alexander fast-tracked his learning, acquiring multiple securities licenses, his insurance license, and his Certified Financial Professional® designation within two years. With an intense interest in all things finance, he continues to pursue other areas of specialized knowledge.

Today, Alexander volunteers his time and knowledge teaching financial empowerment classes to high school students and others in the community.

Did You Know?

Alexander enjoys listening to and playing a variety of music. He’s been spotted playing his ukulele on the Vancouver Waterfront on weekends for fun.
When he’s not playing music, or learning something new, Alexander spends his time being active and exploring the breath-taking scenery of the Pacific Northwest.

Education

CERTIFIED FINANCIAL PLANNER® Certification

Accredited Financial Counselor® Certification

Bachelor of Fine Arts in Advertising

Academy of Art University in San Francisco

Licenses Held

Series 7 & 66
Life, Health & Disability

Areas of Specialty

Retirement Planning
Budgeting
Tax Planning
Debt Management

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington member and scholarship recipient

Association for Financial Counseling & Planning Education member

Financial empowerment volunteer instructor at Cascadia Technical Academy

Lana Alvarez

Compliance/Audit Manager

Background

Details are Lana’s forte. Lana has been with Johnson Bixby since 2003 and with more that than 25 years of experience in the financial planning world, Lana knows exactly what details to look for. She has a laser-like focus on accuracy and completeness—a natural gift we appreciate greatly here. Lana enjoys staying on top of the regulatory updates and changes, as it presents a consistent learning opportunity, which she enjoys.

Lana moved to the Northwest from Colorado, drawn to its proximity to the spectacular beauty of both the mountains and coast. She misses the Rockies and occasionally goes back to get her “Colorado fix,” but home is where the rain falls and where she and her husband raised their two children.

In her free time, Lana enjoys hiking, traveling, and creative healthy cooking.
Lana’s future travel goals include exploring Europe with her family and continuing to discover the hidden gems the Pacific Northwest has to offer.

Licenses Held

Series 65

Areas of Specialty

RIA Compliance

Community & Professional Involvement

National Society of Compliance Professionals

Kailee Aparicio, CFP®

Client Services III

Background

An inaugural member of our first Johnson Bixby internship program, Kailee joined us in the summer of 2022 before coming onboard full time in the fall. She’s a graduate of the University of Portland, with a bachelor’s degree in Business Administration and a major in Finance.

As part of our Client Services team, Kailee assists our financial planners by offering efficient, kind, and compassionate service. She chose the financial profession because she knows dealing with finances alone can feel overwhelming and intimidating at times. But with a knowledgeable team behind you, those financial stressors can be alleviated.

Kailee loves the outdoors. During the winter weekends you’ll find her skiing the slopes at Mt. Hood. In the summer, she enjoys taking her paddle board out to explore the Willamette River.
Kailee is a cat mom and looks forward to hearing anything and everything about your pets. Fun fact: her kitties are named Yuki & Tama – which translates to “Snow-Ball” in Japanese.
Kailee studied abroad in London in college, where she fell in love with all things international travel. She had the opportunity to see Scotland, Ireland, France and Italy and is always looking for future travel recommendations!

Education

CERTIFIED FINANCIAL PLANNER® Certification

Bachelor of Business Administration, University of Portland

Licenses Held

Series 7 & 66

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Karen Brown

Client Services

Background

Karen joined Johnson Bixby in 2004. She’s a long-time veteran of the financial planning industry and enjoyed supporting team members and clients for more than 30 years. She held the FPQP™ designation (Financial Paraplanner Qualified Professional) from 2007 – 2021. In 2020 she transitioned to a part-time role, gradually moving toward retirement. She loves helping others and provides support by confirming transactions and assisting with special projects.

Karen enjoys music, dancing, biking, learning about photography, and being involved in her local church. She has two sons who live in Idaho and Michigan with their wives and young children – which means as many trips as possible to visit those grandchildren!

Karen holds a bachelor’s degree from the University of Alabama.
She grew up in the south but later lived in Canada and Indianapolis before moving to Washington.
Karen enjoys traveling and looks forward to more adventures in the U.S. and possibly abroad.

Education

Bachelor’s Degree, University of Alabama

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Karen Marshall

Office Administrator

Background

Karen is our office manager at Johnson Bixby and likely one of the first faces you’ll see when visiting us. She oversees the day-to-day logistics of running our front office while supporting our Client Services team. With a lifelong enthusiasm for organization and order, she channels those attributes making our team’s professional lives more manageable and streamlined.

Before joining Johnson Bixby in September 2021, Karen worked in a variety of office management positions with a specialty in financial services.

Originally from a small Texas town, she started her career in Los Angeles. In 2015 she moved to Portland becoming acquainted with the metropolitan area as a Mobile Notary and Notary Signing Agent.
Karen loves traveling – especially alone on the road! She says solo road trips are excellent opportunities for quiet introspection, loud sing-alongs and visiting far-flung friends and family.

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Mandy Peterson

Director of Service and Operations

Background

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.

Mandy hails from the land of 10,000 lakes (Minnesota).
She loves spending time with her family, especially her nephew, Calvin, and her yellow lab, Tova.
In her spare time, she loves traveling, hiking, and curling up with a good book!

Education

Bachelor of Business Administration, Major in Organizational Management

Minor in Human Resource Management, University of Minnesota, Duluth

Licenses Held

Series 7 & 65

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Haley Smart, FPQP®

Senior Technical Specialist

Background

Whether she’s explaining the complex in simple terms, or unraveling a particularly tangled web, Haley brings her passion for learning and finding answers to the work she does every day. But these aren’t just abstractions. Her extensive background in volunteering shows that she’s in this to better the lives of clients and colleagues.

Haley started working in financial services in 2008 after an unexpected career change, but that was all the chance she needed. Since then, she has worked her way up, and built a formidable career helping to polish our internal processes and guide her teammates in support of clients achieving their financial goals. Now we get to realize the benefits of her hard work, dedication, and serious problem-solving skills.

When she’s not working, Haley enjoys spending time with her husband and going to Timbers games. Yep, Haley is a super fan.

Haley adores her rescue dog Jackson.
She looks forward to kayaking and family trips throughout the year.

Education

Associates of Arts, Clark College

Financial Paraplanner Qualified Professional (FPQP®)

Licenses Held

Series 6, 63

Oregon Life Insurance License

Areas of Specialty

Technical Specialty

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Cindy Staley

Compliance Specialist

Background

With her quiet demeanor, Cindy helps our business run smoothly and safely, while demonstrating compliance is about helping and protecting the people you work with, and the clients you serve.

Cindy relocated to the Vancouver area after 30 years in the financial services industry in Seattle. The move allowed her and her husband to be closer to her daughter and son-in-law and expand her love of gardening beyond the porch pots.

Cindy loves cross-stitch but her cats, Pepa and Maynard, make the task difficult to perform with their love of thread, ribbon and yarn balls.
Drama has followed Cindy throughout her adult life but not in the way you might imagine. Her now retired husband has a Master’s in the fine arts and together they ran local theatres.

Licenses Held

Series 7, 63, 65, 24

José Vélez, CFP®

Client Services III

Background

A graduate from the University of Portland, José joined our team in May 2022. With a degree in finance and a minor in Spanish, José joined the financial profession because of his strong belief that everyone deserves a seat at the table when it comes to their financial relationships. Working toward obtaining his CFP® designation, he looks forward to giving clients and local community the tools to become financially empowered.

Born in Puerto Rico, José spent the first 11 years of his life in Austin, Texas, before relocating to the Pacific Northwest with his family.
A self-proclaimed homebody, José enjoys watching movies, a good tv series and podcasts. On weekends, you’ll probably find him visiting his parents to enjoy a good meal and an exciting soccer match.

Education

CERTIFIED FINANCIAL PLANNER® Certification

Bachelor of Business Administration, University of Portland

Minor in Spanish, University of Portland

Licenses Held

Series 7 & 66

Diploma de Español como Lengua Extranjera (DELE) – Instituto Cervantes

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Cynthia Boman Thompson, MS, CFP^®

Chief Financial Officer

Johnson Bixby | Integrated Tax Services

Background

Ask Cyndi what she loves about her job and the answer is simple: people and purpose. Her energy and enthusiasm for helping both team members and businesses grow and succeed is evident in her work over the last 25 years.

Before joining Johnson Bixby in 2020 as our CFO and COO, she held multiple finance and client relationship roles in a variety of industries – from recruiting to medicine to real estate. Don’t be surprised if you see her name pop up when researching items related to financial planning, investing, parenting or travel as she’s published articles in dozens of magazines through the years.

Cyndi has been an active board member of the Financial Planning Association of Oregon and SW Washington including serving as president for 2020 and 2021 along with Board Chair/Past President for 2022. She is on the Board of Directors for the Portland chapter of Financial Executives International as well as the Oregon State University Business School’s Finance Advisory Council.

Make sure to swap your unique travel experiences with Cyndi. She has visited a musk ox farm in Alaska, cruised through Greenland and glided down the Nile in a felucca.
Cyndi’s preferred mode of transportation? Segways and riding ATVs!

Education

CERTIFIED FINANCIAL PLANNER™ certification

Masters of Financial Planning

Bachelor of Business Administration, University of Colorado

Community & Professional Involvement

Financial Planning Association of Oregon and SW Washington

Financial Executives International – Portland Chapter Board of Directors

Oregon State University Business School’s Finance Advisory Council

Megan Dixon, CAP^®

Director of Community Investments & Relationships

Johnson Bixby | Integrated Tax Services

Background

In her role, Megan leads community involvement, philanthropy and volunteerism efforts for Johnson Bixby and sister firm, Integrated Tax Services where she was previously director of Community and Client Relations. Megan is also co-founder and vice chair of Ripple Impact NW, a nonprofit who mission is to connect, inform and inspire people to generate ripples of community well-being through philanthropy.

Megan believes growing and developing are essential for all aspects of life, not just the office. Whether it be cultivating the growth mindset of her two children or tending the vegetables and flowers around her yard – growth is everywhere. When not in the garden, you may find her writing a poem, an art form near and dear to her heart. Not a big surprise considering she met her husband in a poetry class back in college.

Education

B.A. Humanities (Sociology & English), Washington State University Vancouver

Technical Writing Certificate, Washington State University Vancouver

Chartered Advisor in Philanthropy (CAP)

Community & Professional Involvement

Ripple Impact NW, Board Vice-Chair

Fosterful, Former Board Chair

Estate Planning Council of SW WA (member)

Rachel Gorretta, CDMP, PCM

Marketing & Communications Director

Johnson Bixby | Integrated Tax Services | Ripple Space

Background

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.

Although born and raised in Vancouver, Rachel spent her college years away, attending Marquette University in Milwaukee, Wisconsin.
She’s married to her husband and has two teenage daughters.

Education

Bachelor of Arts in Communication, Public Relations, Marquette University

Certified Digital Marketing Professional (CDMP), Digital Marketing Institute

Professional Certified Marketer (PCM), American Marketing Association

Areas of Specialty

Digital Marketing

Community & Professional Involvement

President’s Cabinet, Seton Catholic High School

Leadership Team, Messiah Lutheran Church

Marketing and Small Business Student Mentor, Washington State University Vancouver, Carson College of Business

Kristi Koebke

Chief Marketing Officer/Brand Strategist

Johnson Bixby | Integrated Tax Services
| Ripple Space

Background

Kristi believes in the power of story to connect us, move us, and transform lives. As our Chief Marketing Officer, she is a writer, brand and messaging strategist, and workshop facilitator with a knack for finding stories and creating pathways to help great ideas become remarkable experiences.

For 25 years, Kristi has worked in marketing for companies including HP, Microsoft, Apple, Nike, Moda Health, Kaiser Permanente, and many others. She has 20 years of experience in the financial services industry, working with Registered Investment Advisory firms and larger brands such as Charles Schwab, Morgan Stanley and Prudential.

Today, she is committed to mentoring the next generation of women and BIPOC leaders in marketing, communications and business.

Kristi fell in love with the Pacific Northwest in 1999 and moved here from Iowa shortly after.
Outside of the office Kristi writes poetry and is an avid reader of nonfiction. She also enjoys travel, cooking, baking, eating, drinking, and laughing.
In 2020, Kristi co-founded the Block Aid Project, a grassroots effort to care for – one block at a time – houseless neighbors living on the streets of Portland. The group makes, packages, and delivers food and basic supplies to some of the most vulnerable among us.

Education

Bachelor of Journalism & Communications, Magazine emphasis, Iowa State University

Integrated Marketing Communications certificate, Northwestern’s Kellogg School of Management

Areas of Specialty

Brand strategy and development
Marketing and communications
Messaging
Speech writing
Strategic planning

Community & Professional Involvement

Write Around Portland, former board member

Block Aid Project, co-founder

Vivian Le Cousins

Senior Accountant

Johnson Bixby | Integrated Tax Services | Ripple Space

Background

Vivian loves the art of untangling an accounting challenge. With a keen attention to detail and superior organization skills, she’s a natural fit to our team. She brings with her more than 10 years of accounting and finance experience, including three years in public accounting. In her role, she is responsible for overseeing the companies’ financial data by controlling, verifying, and managing the financial transactions.

Vivian is a California native and is married with two kids.
In her free time, she enjoys camping, sports, and spending time with her family and friends.

Education

Bachelor of Science, San Jose State University

Majors: Accounting & Finance
Minor: Economics

Community & Professional Involvement

Member – American Institute of Certified Public Accountants (AICPA)

Member – Oregon Society of Certified Public Accountants (OSCPA)

Paula Lee

Director of Culture & Employee Experience

Johnson Bixby | Integrated Tax Services
The Difference

Background

Paula Lee is a people person—not a numbers person. Bringing out the best in her coworkers is what she does best. With her background in human resources, Paula thinks outside the box. It helps her inspire, direct and support those around her. Calm by nature, Paula handles just about any situation with precision, grace and humor.

When Paula isn’t juggling multiple projects, you’ll find her in her garden. Paula also enjoys traveling to sunny, warm locales and spending time with friends. She lives in Washougal, Washington, with her husband.

Paula managed a travel agency in Vancouver for a number of years and grew the firm into one of the top five in the Pacific Northwest in sales with the Walt Disney Travel Company.
She conducted a children’s choir for 17 years that performed musicals in Washougal.

Bob McMahan

Information Technology Manager

Johnson Bixby | Integrated Tax Services | Ripple Space

Background

Bob McMahan joined our team in 2022 and oversees all aspects of the use of information technology and information security for Johnson Bixby and our sister company, Integrated Tax Services.

With a positive attitude, strong work ethic, attention to detail and belief in always doing the right thing, Bob is a charismatic and natural fit to our organization. He has more than 25+ years of experience leading Fortune 500 and public sector organizations through digital transformation, educating and guiding business leaders in advancing digital dexterity, delivering quality services that support business objectives, and championing the importance of information risk and cybersecurity.

Juli Potts, SHRM-CP, PHR, CCP

Chief People Officer

Johnson Bixby | Integrated Tax Services

Background

Juli brings enthusiasm for people along with her vast experience in human resources to Johnson Bixby, and our sister company, Integrated Tax Services. She drives our people strategy and initiatives to ensure we are attracting, developing and retaining the best talent, while working to amplify employee engagement and strengthening our HR systems and procedures.

A Pacific Northwest native, Juli was an adult student while raising her two kids. She graduated from Washington State University with a bachelor’s degree in Personnel Psychology and Human Resources Management, and a minor in Psychology. She holds multiple human resource professional designations including Professional in Human Resources (PHR), SHRM Certified Professional (SHRM-CP) and Certified Compensation Professional (CCP).

Depending on the season, you’ll find Juli enjoying any number of activities – hiking, kayaking, outdoor concerts, camping, yard work or wine tasting.

Education

SHRM Certified Professional (SHRM-CP)

Professional in Human Resources (PHR)

Certified Compensation Professional (CCP)

Bachelor of Arts, Washington State University

Jim Scott

Facilities Maintenance Tech

Johnson Bixby | Integrated Tax Services | The Difference | Ripple Space

Background

Need something painted or furniture assembled? Don’t worry! Jim is on the job. Calm and resourceful, Jim is instrumental in keeping our building running smoothly. And best of all? He’s a delight to be around.

Prior to joining our team, Jim held a facilities position at a Portland bicycle shop. To say biking is a passion for Jim is an understatement. Whether a mountain trail or commuting to work – Jim prefers to cycle whenever and wherever he can.

When not fixing something or biking, you may find Jim relaxing with his cat, Lulu, or jamming to Kool & the Gang and KC & the Sunshine band (both performed at his high school graduation!)

Saskia Van Verseveld

Chief Operations Officer

Johnson Bixby | Integrated Tax Services | Ripple Space

Background

For more than 30 years, Saskia has held different roles for organizations that all have one thing in common – they support the core of the business. Whether in a human resource, accounting, facilities, IT, or administration position she’s had the joy of performing a wide variety of projects and business initiatives. And that is the reason she loves her job – no day and no project is ever the same.

Saskia is fueled by improving processes and business operations, so they run efficiently and smoothly.

Saskia grew up in Europe (Go Netherlands!) and now calls the Pacific Northwest home. On weekends you can find her skiing, hiking, and exploring the great outdoors.

Education

Bachelor of Science in Business Administration & Accounting

Bachelor of Science in Supply Chain Management

Licenses Held

Certified in European Business Studies

Brigg Wolgamott

IT Support Specialist

Johnson Bixby | Integrated Tax Services | Ripple Space

Background

Prior to joining our team, Brigg could be found on the walls of SW Washington coaching and guiding young rock climbers, helping them understand the technical aspects of the sport and encouraging them to take the next step.

In his role on our IT team, he offers the same support but for our team in responding to our IT woes and troubles. Brigg is quick to analyze, troubleshoot and evaluate any technology issues that comes across his plate. Like in the sport of rock climbing, the pathway isn’t always clear but if you have the desire to move forward – a route can be found to help you get to your goal.

Brigg is born and raised in the Pacific Northwest. He lived in Bozeman, MT during his college years.
Brigg will gladly hike, climb and camp wherever possible, actually preferring to sleep outside rather than inside.
Ask Brigg about what Libby is currently reading, that’s the online app he uses to listen to audiobooks.

Melanie Yeagley

Brand Specialist

Johnson Bixby | Integrated Tax Services | Ripple Space

Background

With a kind demeanor, Melanie brings organization and social media prowess to our marketing and events team. She enjoys working in our collaborative environment and chose to go into marketing because the field struck a balance with both her creative and strategic abilities. Prior to working with us, she worked for a freelancer and a marketing firm.

A Vancouver native, Melanie left to attend Walla Walla University, living in northern Washington before coming back to southwest Washington.
She’s married to her college sweetheart and the couple stays busy with their sweet and active toddler son.
Melanie loves entertaining, thrifting and is a budding horticulturalist with a love for all indoor houseplants.

Ellen Tennant

Client Services

Background

Ellen’s journey into the financial services industry is nothing short of fascinating. Not only has she held several positions in the industry including Licensed Institutional Sales Assistant, Investor Support, and Relationship Manager, but she also spent some time navigating through the intricacies of the residential real estate market. Fortunately for us, all roads kept leading back to financial operation roles with Registered Investment Advisory firms.

Throughout her diverse professional experience, one constant has prevailed – Ellen’s commitment to precision and her genuine passion for details. Seeking a shift from her previous remote work setup, Ellen found her way to our team where she’s quick and eager to help.

Ellen enjoys hiking, traveling (including a recent, once in a lifetime trip to Spain with her sister) and playing a game of cribbage with her family.
She recently discovered French cooking and has a love for all things Le Creuset.

Licenses Held

Series 65

Melissa Lamarche

Chief Operations Officer

Background

Melissa’s passion for finance stems from its ever-evolving nature and inherent complexity. What excites her most is transforming that complexity into simple, actionable solutions.

Before joining the Johnson Bixby team in early 2025, Melissa worked in various leadership roles at different broker dealers and registered investment advisors. She was instrumental in guiding teams through major change initiatives related to a variety of topics including relationship management, mergers and transitions, new technology and compliance-related projects.

As our Chief of Staff, she brings that same energy and change management expertise to our team, focusing on aligning people, processes, and systems to work in harmony. This work allows our entire team to efficiently support clients in their long-term financial goals.

Melissa calls home just outside of Seattle, a perfect base for exploring the Pacific Northwest’s natural beauty with her husband and golden retriever.
When not on the trails, she enjoys tending to her flower garden, travelling and getting lost in a good book.

Education

Bachelor of Business Administration, Finance, Idaho State University

Licenses Held

Series 7, 66 and 24

Areas of Specialty

Business Analysis
Organizational Change Management

Trisha Townsend, SHRM-CP

People & Culture Administrator

Background

Trisha lives by Mahatma Gandhi’s quote, “The best way to find yourself is to lose yourself in the service of others.” This philosophy shines through in her work, where she supports our team by expertly organizing and executing programs and events that help everyone perform at their best.

Beginning her career in hospitality, Trisha naturally transitioned to Human Resources, recognizing the shared focus on service. She found that skills honed in restaurants—such as customer service, adaptability, and effective communication—were invaluable in fostering a positive and productive workplace.

Originally from Texas, Trisha and her then-boyfriend, now husband, were captivated by the beauty of the Pacific Northwest during a visit. Enchanted by the landscape between the ocean and mountains, they made a promise to move there if they ever got married. True to their word, they reside here now, along with their sweet, sassy Augie who joins their outdoor adventures.

Education

SHRM Certified Professional (SHRM-CP)
SHRM HR Department of One Specialty
Associates Degree in Business Administration & Management, Lee College

We Invest

Not just in dollars and cents, but in dreams, people, and possibilities. We know investing reaches far beyond financial portfolios and markets. We invest time, knowledge, energy, and labor – both emotional and physical. We invest in relationships and in building strong foundations. Whether it’s time, creative problem-solving, or thought leadership at scale, we understand that these investments yield lifelong returns. We invest our skills, passion, and leadership for good. We drive innovation, break barriers, and elevate each other. We invest in education. We know knowledge is power, and we prioritize learning to realize the futures we envision. We invest in each other’s unique assets. We inspire confidence in other women, empowering them to discover, uncover, and embrace their authentic selves. We invest in family. We put time and care into our children, other people’s children, and our elders. We invest in building our communities. With sweat equity and helping hands, we create bonds that strengthen the fabric of neighborhoods and economies. We invest in the future. By preparing the next generation to lead – in academia, in stewarding our natural environment, and in life – we leave this world better than we found it. And we invest in each other. Through support, encouragement, and collaboration, we lift one another up and build longer tables to ensure everyone has a seat.

As women, we know true wealth isn’t only built in the stock market—it’s in the families, communities, and futures we help build every single day.

How are you investing?

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By submitting this form, you are consenting to receive marketing emails from: Johnson Bixby, 275 West Third Street, Suite 600, Vancouver, WA, 98660 United States, http://www.johnsonbixby.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

Invest in Connection Happy Hour

June 18

Summer’s here, and what better way to celebrate than connecting with each other and supporting a woman-owned business in our community. On Wednesday, June 18, at 5 p.m., we’ll gather at Willful Wine at the Grant House.

We’ll cover a glass of wine for the first 10 women who arrive! 🍷

Wednesday, June 18, 5:00 p.m.

At Willful Wine at the Grant House

Breakfast Panel on Confident Investing

July 23

Our Women Invest Community asked for more conversations about investing in the markets—and we listened. We’re happy to host our next event where we’ll bring our community together for a practical conversation about investing. This dynamic panel, hosted by CFP® professionals at Johnson Bixby will cover:

– The basics of how the stock market works

– Key principles every new investor should know

– How to align your investments with your goals and values

– Practical first steps to start investing with confidence

Bring your questions, your curiosity, and a friend! This is a free event and we will provide a light breakfast.

Wednesday, July 23

Doors open at 7:30 a.m. | Program runs 8:00 a.m. – 9:00 a.m

At Ripple Space in the Hurley Building in downtown Vancouver

Downloadable articles and tools to help you make informed decisions.

For more insights and tips, read our blog, Planning Matters.

Why Johnson Bixby?

For more than 40 years, Johnson Bixby has helped women, their spouses and their families plan for and achieve their life goals through financial planning, portfolio management and personalized guidance.
We are a women-owned, women-led financial planning firm in Vancouver, Washington.
The Women Invest Community is part of our investment in helping empower community members with the information they need to make informed financial and life decisions.

Individuals, Couples & Families

We work with kind, hard-working, humble people who depend on us to listen, sift through the noise and information, and provide advice specific to your needs and goals. With a financial planning-first approach, we’re your partner for making informed decisions, building long-term financial confidence, and navigating complex matters. We meet you where you are and walk alongside you as life changes.

Inheritors & Long-term Investors

By combining personalized financial planning with portfolio management, we show you how it’s possible to transition from simply receiving wealth to growing and sustaining it for a lifetime—and beyond. Ultimately, we’re that partner who helps you understand your new financial landscape and what it might mean for your dreams of the future.

Educators, Administrators & Other Public Employees

As a current or former public employee, you have access to unique retirement benefits — pensions, investment options, and more — that can help you achieve the retirement you envision. But navigating these complex tools and understanding how to maximize them may feel overwhelming.
We have a long history of helping Oregon and Washington public employees be strategic with their pension elections, timing and survivor benefit options. Let us help build your ideal financial future and explain your unique public employee opportunities along the way.

Corporate Executives & Career-Minded Professionals

Your executive compensation package offers both opportunity and complexity. We help you navigate deferred compensation, restricted stock, and other benefits, ensuring you make informed decisions aligned with your long-term financial goals. Together, we’ll develop a tailored plan that optimizes your compensation, benefits, and investments.

Kellan Akers

Client Services

Background

Kellan officially joined our team in June 2025 after working as an intern in the summer of 2024. During his internship, Kellen quickly became a trusted presence among fellow team members to help our clients take meaningful, manageable steps toward their financial goals.

Kellen certainly embraces our practice curiosity value. He’s already earned his Series 7 and 66 licenses and is actively working toward his CFP designation. No doubt this strong academic foundation started in college when he published a thesis on Behavioral Financial in partnership with a faculty member in the College for Business at Oregon State University.

Outside of work, Kellen stays on the move. He’s a proud member of a Hood to Coast Relay team, trains for marathons throughout the year, and embraces winter on the mountain with a snowboard when the snow falls. When the weather shifts, you’ll likely find him on the golf course—rain or shine.

Education

Honors Bachelor of Science in Finance and Financial Planning from Oregon State University

Licenses Held

Series 7 & 66

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Financial Resources from Inspire HER Breakout Session

Investment Growth Calculator

Budgeting Worksheet (PDF)

Net Worth Calculator

Understanding Your FICO score

Snowball versus Avalanche

The Psychology of Money

Joel Maag

IT Manager

Background

Joel is our IT Manager and a true technology enthusiast. He loves to tinker and figure out how things work, with a belief that there’s far more creativity in technology than meets the eye. At our company, he stays hands-on while also guiding the overall direction of our technology strategy. He enjoys wearing all the hats and helps us stay both innovative, efficient and safe with our technological practices.

Born and raised in the Pacific Northwest, Joel traveled extensively early in his career, working across the country before ultimately solidifying his love for the region. He embraces everything the Northwest has to offer—snow, sun, surf, and endless trails.

A lifelong athlete, he played competitive volleyball for more than 30 years and recently traded the court for the pickleball paddle. When he’s not solving tech challenges, you’ll likely find him surfing year-round on the north coast, swimming, hiking, biking, bouldering, or enjoying a patio session with his wife, their dog, and friends.

At home, he tends to his small urban farm—complete with two bee hives (simply named A and B), three chickens, and Murray, a Schneeze (a miniature schnauzer and Havanese mix).

Education

Bachelor of Arts in History, Philosophy minor, University of Portland

Microsoft Certified Professional
CompTia A+ Certification

Joanne Royal

Office Administrator

Background

Joanne joined our team in late 2025, bringing with her a career rooted in care, responsibility, and service. Her experience in the airline industry and emergency disaster management centered on protecting others, ensuring safe workplaces by identifying risks, upholding health and safety standards, and proactively preventing harm.

After taking an early retirement, Joanne realized she wasn’t quite ready to close that chapter. Missing the sense of purpose and connection that work brought her, she found her way to Johnson Bixby, where we’re grateful to have her supporting our Client Service team and helping keep our day-to-day operations running smoothly.

Originally from the Southwest, Joanne now calls the Pacific Northwest home, where she enjoys being close to her children and grandchildren.

Education

Bachelor of Arts, Emergency Disaster Management from American Military University

Karie Trumbo

Client Services I

Background

Karie joined our team at the end of 2025, bringing a strong foundation in nonprofit fundraising. A lifelong learner, she was drawn to financial planning as a way to expand her impact—quickly identifying Johnson Bixby as a firm where she could build on her relationship-driven experience while growing her technical expertise. She is passionate about forming long-term client relationships and helping people work toward meaningful life goals.

Karie holds a Master’s of Public Administration in Nonprofit Administration from Portland State University. As part of her graduate program, she served in the Peace Corps in Latvia, where she supported fundraising efforts for an adult education association—an experience that continues to shape her commitment to service and connection.

Outside of work, Karie embraces learning in all areas of life. She is currently studying for the Certified Financial Planner™ exam and enjoys staying active through ice skating and Pilates.

Education

Bachelor of Arts, Pacific Lutheran University
Masters in Public Administration, Portland State University

Community & Professional Involvement

Financial Planning Association of Oregon & SW Washington

Inheritance

I Inherited a Brokerage Account. Now What?

Inherited an IRA? Here’s What to Consider.

Understanding Inherited Assets: What You Should Know Before Making Decisions

Inherited an IRA? Avoid Costly Mistakes and Maximize Your Tax Benefits

Planning for a Windfall

Inheritance – Part 3: Property

Kimberly S. Baker, CFP®

Background

Did You Know?

Education

Licenses Held

Areas of Specialty

Community & Professional Involvement

Heidi Johnson Bixby, CFP®

Background

Did You Know?

Education

Licenses Held

Areas of Specialty

Community & Professional Involvement

Zach Reuter, CFP®

Background

Did You Know?

Education

Licenses Held

Areas of Specialty

Community & Professional Involvement

Amanda Reynolds, CFP®, CPA, MA

Background

Did You Know?

Education

Licenses Held

Areas of Specialty

Community & Professional Involvement

Lynn Snyder, CFA, MBA

Background

Education

Licenses Held

Areas of Specialty

Community & Professional Involvement

Patricia Spies, CFP®, MBA

Background

Did You Know?

Education

Licenses Held

Areas of Specialty

Community & Professional Involvement

Alexander Ali, CFP®, AFC®

Background

Did You Know?

Education

Licenses Held

Areas of Specialty

Community & Professional Involvement

Lana Alvarez

Background

Licenses Held

Areas of Specialty

Community & Professional Involvement

Kailee Aparicio​, CFP®

Background

Education

Licenses Held

Community & Professional Involvement

Karen Brown

Background

Education

Community & Professional Involvement

Karen Marshall

Background

Community & Professional Involvement

Mandy Peterson

Background

Education

Licenses Held

Community & Professional Involvement

Haley Smart, FPQP®

Background

Education

Kailee Aparicio, CFP®

Cynthia Boman Thompson, MS, CFP^®

Megan Dixon, CAP^®