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...
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...
Aug 7, 2023
Inheritance – no matter the size – can have a substantial impact on you and your family’s financial status. According to a 2015 HSBC survey,...
Mar 4, 2020
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...
Aug 10, 2018
Three weeks ago, in Part 1 we discussed inheritance from qualified accounts. Let’s continue this conversation with non-qualified accounts. Accounts are considered non-qualified if they do not qualify for any type of tax-exempt status. The two types of non-qualified investments...
Jul 16, 2018
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.
Jun 21, 2018
It’s the problem everyone wants to have: how should you spend a large additional sum of money? Whether the source is an inheritance, bonus or gain realized on the sale of an asset, the boost to your bank account can create the urge to splurge. As you begin to think about what you might do with your windfall, consider the following tips...
Mar 9, 2018
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.
Chief Marketing Officer/Brand Strategist
Senior Director of Human Resources
Chief Operations Officer
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.
Client Services
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.