Planning matters

Meet Haley Smart, Client Services Specialist

Haley & Pups

Haley joined the Johnson Bixby team in September 2016 as a Client Services Specialist. Her first goal is ensuring client needs are met and completed in an accurate and timely fashion. She enjoys working with clients and helping them navigate the complex world of financial planning. Haley is detail-oriented and brings a strong work ethic, as well as a great sense of humor, to Johnson Bixby.

Haley began her career in financial services as a Health Insurance Specialist in 2008. She broadened her horizons quickly and earned her Series 6 and 63 licenses to become a registered representative. Meeting client needs was an important part of the job, but her extensive background in volunteering drove Haley to become more service oriented as a Licensed Administrative Assistant for a representative in Portland, OR. Searching for a team environment and culture of philanthropy, Haley found her fit at Johnson Bixby.

Haley appreciates the team environment and ability to rely on others at Johnson Bixby. The opportunity to share ideas and access information from multiple sources drives her to contribute to the mission. She is always looking for new and improved ways to accomplish tasks and further the growth of the company.

Putting her charitable enthusiasm–along with excellent wrapping skills–into action, Haley participated in our annual ARC giftwrapping event and helped lead a team during the Clark County Food Bank food drive.

Outside of work, Haley loves cheering on the Portland Timbers and attends as many games as possible with her husband, Shane. Two rescue dogs keep them on their toes, and summertime is filled with camping and kayaking trips. A collector of recipes, Haley is eager to share her favorites with the team.

Written By Johnson Bixby