This is your team

Get to know us—we’ll be in it with you for the long haul.

We are your advisors, strategists and confidantes.

We’ve also been sounding boards, financial coaches and cheerleaders more times than we can count. Basically, we are here for you when you need us—experienced and caring with deep knowledge and a range of specialized expertise. Our only interest is planning for the life you want. And the real magic happens when we match our deep knowledge to your unique needs.

Click through and get to know us.

Heidi M. Johnson Bixby, CFP ®

CEO & President / Planner

Heidi M. Johnson Bixby, CFP ®, CEO & President / Planner

Heidi is the owner of JBA—or, as we like to say, the architect. 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 working with JBA clients ever since.

A world traveler and avid photographer, Heidi loves to document her adventures with her camera. Photography is the perfect creative outlet for her. As she says, “It’s a way to capture the spirit of the people we meet, the land and the culture and bring it back to be shared.” Her favorite travel destinations include Zimbabwe, Thailand, Peru, Belize, South Africa, and Scotland.

  • Heidi earned her bachelor’s degree in business with an emphasis in financial planning from Marylhurst University in Portland.
  • She has held her CFP® designation since 1997.
  • An active member of the community, Heidi has chaired or served on the boards of many nonprofits over the last 20 years. She currently serves as board Past Chair for Columbia Springs, and also as board Treasurer of Global Sojourns Giving Circle and H-RoC.
  • Heidi isn’t just the architect of the firm—she also designed her own home.

KIMBERLY S. BAKER, CFP ®

Director of Financial Planning / Planner

Kim Baker
Kim Baker

KIMBERLY S. BAKER, CFP ®, Director of Financial Planning / Planner

Kim’s been a member of the Johnson Bixby team since 1993, starting as a financial planning assistant and working in various roles across the organization. Today she serves as our Lead Financial Planner, helping to mentor and guide the growing team.

A natural problem solver who enjoys teaching others, Kim has worked diligently to improve financial literacy in the community. Not only have clients benefited by Kim’s creative and thoughtful approach, but the Financial Planning Association of Oregon & SW Washington has as well. Through the years Kim’s held several officer positions and has been a committed volunteer.

  • She has held her CERTIFIED FINANCIAL PLANNER certification since 1998 and earned her Certified College Planning Specialist designation in 2006.
  • Kim completed her bachelor’s degree in business with an emphasis in marketing at Portland State University.
  • Kim enjoys the international sport of volkswalking—non-competitive goal-oriented group walking. She’s taken her sport overseas, enjoying walks in multiple countries.
  • Kim and her husband, Dan, love to hike and do home improvement projects—everything from gardening and painting to plumbing and tiling. No project is too daunting!

Patricia Spies, CFP ®

Planner

Patricia Young
Patricia Young

Patricia Spies, CFP ®, Planner

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, saving for college, or planning for retirement.

From her perspective, a healthy financial life begins with a clear picture of your cash flow, so she works with clients to help support their lifestyle without sacrificing their goals. 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, 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.

When the summer sun is shining, you can find Patricia playing beach volleyball or working on her Cuban salsa dancing skills. She loves to have fun, which makes her a great fit at Johnson Bixby.

  • Patricia earned her master’s in business administration at Oregon State University.
  • Received her CERTIFIED FINANCIAL PLANNER certification in December 2017.
  • Originally from Ohio, Patricia and her Oregonian husband, Kurt are full-on residents of the Pacific Northwest, with a love of hiking, biking, and camping.

Becky Salsburg, CFP ®, EA

Planner / Tax Professional

Becky Salsburg, CFP ®, EA, Planner / Tax Professional

Becky was made for this career: She loves working both with numbers and with people. She has worked in the financial planning and tax industry for two decades. She is currently Treasurer of the Financial Planning Association of Oregon & SW Washington. Becky joined JBA in 2010.

As a CFP® and an Enrolled Agent, Becky enjoys helping her clients navigate today’s ever-evolving financial landscape. She thrives when working face-to-face with clients, and actually relishes in the task of keeping up with the ever-changing tax code.

Becky grew up in California and Wyoming before moving to Oregon during college. A true West Coast native, she loves camping, hiking and traveling with her family. She is married with two sons.

  • Becky holds a bachelor’s degree in international business and finance from Oregon State University, with a minor in economics.
  • She earned her Certified Financial Planner™ certification in 1999.
  • Becky earned her Enrolled Agent (EA) designation in 2012.
  • Her favorite place in the world is the Grand Tetons.

Lynn Snyder, CFA

Investment Analyst

Lynn Snyder, CFA, Investment Analyst

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 with Warren Buffet and Berkshire Hathaway as sources of inspiration.

Prior to joining the Johnson Bixby team, 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.

  • Lynn earned his Chartered Financial Analyst designation in 2003. He also has an MBA with a finance focus from the University of Colorado along with a Bachelor of Arts from Saint John’s University in Minnesota.
  • In college, Lynn spent time in an honor’s travel abroad program in Greece, Turkey and Italy, where he met his wife of 24 years.
  • For fun, you can find Lynn running marathons and fly fishing the streams of Oregon, Montana and Colorado.

Cynthia Boman Thompson, MS, CFP®

COO / CFO

Cynthia Boman Thompson, MS, CFP®, COO / CFO

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 currently serves as President of the Financial Planning Association of Oregon and SW Washington and is on the Board of Directors for the Portland chapter of Financial Executives International.
  • 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!

Jeri Boston, CLTC

Insurance

Jeri Boston
Jeri Boston

Jeri Boston, CLTC, Insurance

Jeri chose financial services because she loves helping clients improve their financial health—and it doesn’t hurt that she loves spreadsheets. She’s been JBA’s in-house life insurance and long-term care specialist since 2012.

Jeri shifted to this industry nearly a decade ago, after 25 years in retail and merchandise management. She’s worked at Nike and Meier & Frank, and spent 15 years as a manufacturer’s representative.

She’s a Montana native who has a bit of an obsession with crafting. She enjoys restoring old furniture, sewing and perusing Pinterest for her next project. Jeri lives in Brush Prairie, Washington, with her teenage son.

  • Jeri majored in Merchandising Management at Oregon State University, with a minor in Business Administration.
  • She earned her Certified in Long Term Care (CLTC) designation in 2014.
  • She has held her Series 7 and Series 66 designations and her insurance licenses in Oregon and Washington since 2006.

Karen Brown, FPQP TM

Client Services

Karen Brown
Karen Brown

Karen Brown, FPQP TM, Client Services

What Karen loves most about her job is helping others. It’s in her nature, whether she’s working with her clients, taking care of family, or connecting with the community through her church. You can attribute her penchant for hospitality to her Southern roots.

Karen joined JBA when she and her late husband relocated to Vancouver in 2004. She’s a 20-year veteran of the financial planning industry and has been working in a support role for more than 40 years.

Karen enjoys music, dancing, hiking, biking, and Jazzercise. She looks forward to exploring more of the Pacific Northwest and beyond. She has two grown sons.

  • Karen holds a bachelor’s degree from the University of Alabama.
  • She obtained her Financial Paraplanner Qualified Professional™ certification in 2009.
  • With her father in the Navy and Civil Service, Karen lived in five different Southern states as a young girl and then enjoyed time with her husband and family living in Mississippi; Alabama; New Brunswick, Canada; and Indianapolis before moving to Washington.

Mandy Peterson

Client Services

Mandy Peterson, Client Services

Mandy is a natural at building rapport with clients, something she likely picked up after working the bulk of her career in family law. We’re thrilled she made a leap to the financial industry after looking for a career change, as she’s a great addition to the Johnson Bixby client services team.

Hailing from the land of 10,000 lakes (Minnesota), Mandy moved to the Pacific Northwest after college and considers Vancouver an ideal place to live. It’s a perfect location to hike with her black lab/Chesapeake bay retriever, Sage, and enjoy the great outdoors. Plus, it’s not far to Portland International Airport when the travel bug hits her (which is quite often.)

  • Mandy graduated from the University of Minnesota, Duluth with a major in business administration and a minor in human resources.
  • Mandy attained her Series 65 designation in 2019.
  • Next on Mandy’s list to visit? The Scandinavian countries. Although she admits it’s hard to beat a good road trip!

Zach Reuter

Client Services

Zach Reuter, Client Services

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 non-profit work to financial services, Zach is driven by the empowerment and confidence sound financial planning brings to people’s lives.

After graduating with a Psychology Major from Gonzaga University, Zach worked for Jesuit Volunteer Corps Northwest helping connect volunteers to service agencies across the Pacific Northwest. Zach started working with a financial advisory and planning firm in Portland before transitioning to Johnson Bixby in 2020. He currently works on our client services team and intends to complete the requirements to become a Certified Financial Planner® professional in the next year.

  • At 6’7” Zach jokes about his ability to see above the fray and into the financial future (we just 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 Salmon Creek area with his wife, young daughter and English bulldog, Penelope.

Amanda Reynolds, CPA

Client Services

Amanda Reynolds, CPA, Client Services

Amanda knows talking about personal finances can feel very private, and sometimes it can be overwhelming. But that’s exactly why she is here. With a master’s in counseling and a bachelor’s degree in business accounting, she’s able to combine her knack for numbers and her genuine desire to help people through one-on-one conversations.

Currently on our client services team with a long term goal of becoming a certified financial planner, Amanda creates spaces for clients to feel comfortable sharing their values and priorities with their financial planner. She helps our team ask the right questions and allows clients to voice their doubts and talk about what’s important to them. After all, finances are tied to almost every area of our lives.

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, hiking near a waterfall or simply sitting along the shore.

  • A Certified Public Accountant, Amanda has worked in both the public and private sectors of accounting. She especially enjoyed specializing in non-profit accounting as she worked with numerous organizations throughout the Portland and Vancouver areas.
  • 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.

Haley Smart, FPQP TM

Client Services Technical Specialist

Haley Smart, FPQP TM, Client Services Technical Specialist

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 people.

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 clients achieve their financial goals. Now we get to benefit from 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 two rescue dogs, Comet and MJ.
  • She volunteers whenever possible.
  • She looks forward to kayaking and camping trips throughout the year.

Lana Alvarez

Compliance / Audit Manager

Lana Alvarez
Lana Alvarez

Lana Alvarez, Compliance / Audit Manager

Details are Lana’s forte. And with more than 20 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 and her husband 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. Lana lives with her husband and their two children.

    • In her free time, Lana enjoys hiking, biking, and camping.
    • Lana wants to take her family snorkeling in Honduras and Belize, where she and her husband traveled before they had children.

Paula Lee

Director, Talent & Culture

Paula Lee
Paula Lee

Paula Lee, Director, Talent & Culture

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.

Paula is the JBA team’s go-to person for everything from recruiting and onboarding new employees to managing public relations, marketing and organizing events.

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.

Rachel Gorretta

Marketing & Communications Director

Rachel Gorretta, Marketing & Communications Director

Rachel is an optimistic realist helping promote the JBA 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 relation 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, Kevin, and has two elementary aged daughters: Adelaide and Amelia.
  • Follow her garden progress on Instagram with the #GorrettaGarden

Brittney Welsh

Business Systems Administrator

Brittney Welsh, Business Systems Administrator

Brittney is our Business Systems Administrator and the perfect person to keep our processes running smoothly across the organization. Ambitious, curious, and dependable, she tackles each situation with her strong work ethic and an open mind.

Prior to moving into her current role, she worked at Integrated Tax Services where she helped the team keep organized through six tax seasons.

One would hesitate to use the term ‘relaxing’ to describe Brittney’s activities outside of the office. Whether it be exploring the Pacific Northwest with lots of camping, working on opening a brew pub with her husband, or chasing after the family’s two French bulldog puppies – Snugs and Stitch – Brittney is the ultimate go-getter.

Jennifer C. Morris

Director of First Impressions

Jennifer C. Morris, Director of First Impressions

Jennifer makes sure everything from greeting clients to coordinating mailings goes off without a hitch. Outgoing and always willing to help, Jennifer has terrific attention to detail, the ability to juggle multiple tasks, and a knack for making everyone feel special. No matter how busy she is.

Before joining Johnson Bixby, Jennifer was a lead teller at Wells Fargo for ten years, where she gained experience with compliance and oversight and helped many customers with day-to-day banking needs. At Johnson Bixby, she’s excited to learn about and build expertise in other aspects of financial services and planning and serve our clients.

A Washougal native, Jennifer loves spending time outside with and without her three kids (ages 12, 13 and 19).

  • Sundays during football season you can find Jennifer and her family, at home, watching the Seattle Seahawks.
  • Jennifer loves kayaking, boating and hiking.
  • Someday soon she hopes to take her family to Hawaii, but until then the beaches of Washington and Oregon are pretty great.

Michelle Bower

Office Assistant

Michelle Bower, Office Assistant

Before joining the Johnson Bixby team, Michelle learned how to wrangle complex tasks and execute on near impossible demands in the greatest pressure cooker environment of them all: the home.

For the last 13 years, Michelle has been devoted to loving, educating, and raising three boys. Now we get to benefit from those years of experience. Whether she’s organizing an event, facilitating meetings, or helping clients navigate murky waters, she does everything with precision, grace, and passion.

Active in her community and her church, Michelle loves being with and helping people. When she’s not working, she’s hosting game nights, making old furniture beautiful again, or watching her boys’ football and baseball games.

  • Michelle earned a certificate in Biblical Studies from Ecola Bible School in Cannon Beach, Oregon.
  • She lives in Vancouver, Washington, but grew up in Gresham, Oregon.
  • Her three boys are thirteen, eight, and five years old. 

Jim Scott

Facilities and Maintenance Manager

Jim Scott, Facilities and Maintenance Manager

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!)

Heidi M. Johnson Bixby, CFP ®, CEO & President / Planner

Heidi is the owner of JBA—or, as we like to say, the architect. 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 working with JBA clients ever since.

A world traveler and avid photographer, Heidi loves to document her adventures with her camera. Photography is the perfect creative outlet for her. As she says, “It’s a way to capture the spirit of the people we meet, the land and the culture and bring it back to be shared.” Her favorite travel destinations include Zimbabwe, Thailand, Peru, Belize, South Africa, and Scotland.

  • Heidi earned her bachelor’s degree in business with an emphasis in financial planning from Marylhurst University in Portland.
  • She has held her CFP® designation since 1997.
  • An active member of the community, Heidi has chaired or served on the boards of many nonprofits over the last 20 years. She currently serves as board Past Chair for Columbia Springs, and also as board Treasurer of Global Sojourns Giving Circle and H-RoC.
  • Heidi isn’t just the architect of the firm—she also designed her own home.
Kim Baker

KIMBERLY S. BAKER, CFP ®, Director of Financial Planning / Planner

Kim’s been a member of the Johnson Bixby team since 1993, starting as a financial planning assistant and working in various roles across the organization. Today she serves as our Lead Financial Planner, helping to mentor and guide the growing team.

A natural problem solver who enjoys teaching others, Kim has worked diligently to improve financial literacy in the community. Not only have clients benefited by Kim’s creative and thoughtful approach, but the Financial Planning Association of Oregon & SW Washington has as well. Through the years Kim’s held several officer positions and has been a committed volunteer.

  • She has held her CERTIFIED FINANCIAL PLANNER certification since 1998 and earned her Certified College Planning Specialist designation in 2006.
  • Kim completed her bachelor’s degree in business with an emphasis in marketing at Portland State University.
  • Kim enjoys the international sport of volkswalking—non-competitive goal-oriented group walking. She’s taken her sport overseas, enjoying walks in multiple countries.
  • Kim and her husband, Dan, love to hike and do home improvement projects—everything from gardening and painting to plumbing and tiling. No project is too daunting!
Patricia Young

Patricia Spies, CFP ®, Planner

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, saving for college, or planning for retirement.

From her perspective, a healthy financial life begins with a clear picture of your cash flow, so she works with clients to help support their lifestyle without sacrificing their goals. 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, 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.

When the summer sun is shining, you can find Patricia playing beach volleyball or working on her Cuban salsa dancing skills. She loves to have fun, which makes her a great fit at Johnson Bixby.

  • Patricia earned her master’s in business administration at Oregon State University.
  • Received her CERTIFIED FINANCIAL PLANNER certification in December 2017.
  • Originally from Ohio, Patricia and her Oregonian husband, Kurt are full-on residents of the Pacific Northwest, with a love of hiking, biking, and camping.

Becky Salsburg, CFP ®, EA, Planner / Tax Professional

Becky was made for this career: She loves working both with numbers and with people. She has worked in the financial planning and tax industry for two decades. She is currently Treasurer of the Financial Planning Association of Oregon & SW Washington. Becky joined JBA in 2010.

As a CFP® and an Enrolled Agent, Becky enjoys helping her clients navigate today’s ever-evolving financial landscape. She thrives when working face-to-face with clients, and actually relishes in the task of keeping up with the ever-changing tax code.

Becky grew up in California and Wyoming before moving to Oregon during college. A true West Coast native, she loves camping, hiking and traveling with her family. She is married with two sons.

  • Becky holds a bachelor’s degree in international business and finance from Oregon State University, with a minor in economics.
  • She earned her Certified Financial Planner™ certification in 1999.
  • Becky earned her Enrolled Agent (EA) designation in 2012.
  • Her favorite place in the world is the Grand Tetons.

Lynn Snyder, CFA, Investment Analyst

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 with Warren Buffet and Berkshire Hathaway as sources of inspiration.

Prior to joining the Johnson Bixby team, 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.

  • Lynn earned his Chartered Financial Analyst designation in 2003. He also has an MBA with a finance focus from the University of Colorado along with a Bachelor of Arts from Saint John’s University in Minnesota.
  • In college, Lynn spent time in an honor’s travel abroad program in Greece, Turkey and Italy, where he met his wife of 24 years.
  • For fun, you can find Lynn running marathons and fly fishing the streams of Oregon, Montana and Colorado.

Cynthia Boman Thompson, MS, CFP®, COO / CFO

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 currently serves as President of the Financial Planning Association of Oregon and SW Washington and is on the Board of Directors for the Portland chapter of Financial Executives International.
  • 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!
Jeri Boston

Jeri Boston, CLTC, Insurance

Jeri chose financial services because she loves helping clients improve their financial health—and it doesn’t hurt that she loves spreadsheets. She’s been JBA’s in-house life insurance and long-term care specialist since 2012.

Jeri shifted to this industry nearly a decade ago, after 25 years in retail and merchandise management. She’s worked at Nike and Meier & Frank, and spent 15 years as a manufacturer’s representative.

She’s a Montana native who has a bit of an obsession with crafting. She enjoys restoring old furniture, sewing and perusing Pinterest for her next project. Jeri lives in Brush Prairie, Washington, with her teenage son.

  • Jeri majored in Merchandising Management at Oregon State University, with a minor in Business Administration.
  • She earned her Certified in Long Term Care (CLTC) designation in 2014.
  • She has held her Series 7 and Series 66 designations and her insurance licenses in Oregon and Washington since 2006.
Karen Brown

Karen Brown, FPQP TM, Client Services

What Karen loves most about her job is helping others. It’s in her nature, whether she’s working with her clients, taking care of family, or connecting with the community through her church. You can attribute her penchant for hospitality to her Southern roots.

Karen joined JBA when she and her late husband relocated to Vancouver in 2004. She’s a 20-year veteran of the financial planning industry and has been working in a support role for more than 40 years.

Karen enjoys music, dancing, hiking, biking, and Jazzercise. She looks forward to exploring more of the Pacific Northwest and beyond. She has two grown sons.

  • Karen holds a bachelor’s degree from the University of Alabama.
  • She obtained her Financial Paraplanner Qualified Professional™ certification in 2009.
  • With her father in the Navy and Civil Service, Karen lived in five different Southern states as a young girl and then enjoyed time with her husband and family living in Mississippi; Alabama; New Brunswick, Canada; and Indianapolis before moving to Washington.

Mandy Peterson, Client Services

Mandy is a natural at building rapport with clients, something she likely picked up after working the bulk of her career in family law. We’re thrilled she made a leap to the financial industry after looking for a career change, as she’s a great addition to the Johnson Bixby client services team.

Hailing from the land of 10,000 lakes (Minnesota), Mandy moved to the Pacific Northwest after college and considers Vancouver an ideal place to live. It’s a perfect location to hike with her black lab/Chesapeake bay retriever, Sage, and enjoy the great outdoors. Plus, it’s not far to Portland International Airport when the travel bug hits her (which is quite often.)

  • Mandy graduated from the University of Minnesota, Duluth with a major in business administration and a minor in human resources.
  • Mandy attained her Series 65 designation in 2019.
  • Next on Mandy’s list to visit? The Scandinavian countries. Although she admits it’s hard to beat a good road trip!

Zach Reuter, Client Services

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 non-profit work to financial services, Zach is driven by the empowerment and confidence sound financial planning brings to people’s lives.

After graduating with a Psychology Major from Gonzaga University, Zach worked for Jesuit Volunteer Corps Northwest helping connect volunteers to service agencies across the Pacific Northwest. Zach started working with a financial advisory and planning firm in Portland before transitioning to Johnson Bixby in 2020. He currently works on our client services team and intends to complete the requirements to become a Certified Financial Planner® professional in the next year.

  • At 6’7” Zach jokes about his ability to see above the fray and into the financial future (we just 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 Salmon Creek area with his wife, young daughter and English bulldog, Penelope.

Amanda Reynolds, CPA, Client Services

Amanda knows talking about personal finances can feel very private, and sometimes it can be overwhelming. But that’s exactly why she is here. With a master’s in counseling and a bachelor’s degree in business accounting, she’s able to combine her knack for numbers and her genuine desire to help people through one-on-one conversations.

Currently on our client services team with a long term goal of becoming a certified financial planner, Amanda creates spaces for clients to feel comfortable sharing their values and priorities with their financial planner. She helps our team ask the right questions and allows clients to voice their doubts and talk about what’s important to them. After all, finances are tied to almost every area of our lives.

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, hiking near a waterfall or simply sitting along the shore.

  • A Certified Public Accountant, Amanda has worked in both the public and private sectors of accounting. She especially enjoyed specializing in non-profit accounting as she worked with numerous organizations throughout the Portland and Vancouver areas.
  • 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.

Haley Smart, FPQP TM, Client Services Technical Specialist

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 people.

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 clients achieve their financial goals. Now we get to benefit from 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 two rescue dogs, Comet and MJ.
  • She volunteers whenever possible.
  • She looks forward to kayaking and camping trips throughout the year.
Lana Alvarez

Lana Alvarez, Compliance / Audit Manager

Details are Lana’s forte. And with more than 20 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 and her husband 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. Lana lives with her husband and their two children.

    • In her free time, Lana enjoys hiking, biking, and camping.
    • Lana wants to take her family snorkeling in Honduras and Belize, where she and her husband traveled before they had children.
Paula Lee

Paula Lee, Director, Talent & Culture

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.

Paula is the JBA team’s go-to person for everything from recruiting and onboarding new employees to managing public relations, marketing and organizing events.

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.

Rachel Gorretta, Marketing & Communications Director

Rachel is an optimistic realist helping promote the JBA 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 relation 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, Kevin, and has two elementary aged daughters: Adelaide and Amelia.
  • Follow her garden progress on Instagram with the #GorrettaGarden

Brittney Welsh, Business Systems Administrator

Brittney is our Business Systems Administrator and the perfect person to keep our processes running smoothly across the organization. Ambitious, curious, and dependable, she tackles each situation with her strong work ethic and an open mind.

Prior to moving into her current role, she worked at Integrated Tax Services where she helped the team keep organized through six tax seasons.

One would hesitate to use the term ‘relaxing’ to describe Brittney’s activities outside of the office. Whether it be exploring the Pacific Northwest with lots of camping, working on opening a brew pub with her husband, or chasing after the family’s two French bulldog puppies – Snugs and Stitch – Brittney is the ultimate go-getter.

Jennifer C. Morris, Director of First Impressions

Jennifer makes sure everything from greeting clients to coordinating mailings goes off without a hitch. Outgoing and always willing to help, Jennifer has terrific attention to detail, the ability to juggle multiple tasks, and a knack for making everyone feel special. No matter how busy she is.

Before joining Johnson Bixby, Jennifer was a lead teller at Wells Fargo for ten years, where she gained experience with compliance and oversight and helped many customers with day-to-day banking needs. At Johnson Bixby, she’s excited to learn about and build expertise in other aspects of financial services and planning and serve our clients.

A Washougal native, Jennifer loves spending time outside with and without her three kids (ages 12, 13 and 19).

  • Sundays during football season you can find Jennifer and her family, at home, watching the Seattle Seahawks.
  • Jennifer loves kayaking, boating and hiking.
  • Someday soon she hopes to take her family to Hawaii, but until then the beaches of Washington and Oregon are pretty great.

Michelle Bower, Office Assistant

Before joining the Johnson Bixby team, Michelle learned how to wrangle complex tasks and execute on near impossible demands in the greatest pressure cooker environment of them all: the home.

For the last 13 years, Michelle has been devoted to loving, educating, and raising three boys. Now we get to benefit from those years of experience. Whether she’s organizing an event, facilitating meetings, or helping clients navigate murky waters, she does everything with precision, grace, and passion.

Active in her community and her church, Michelle loves being with and helping people. When she’s not working, she’s hosting game nights, making old furniture beautiful again, or watching her boys’ football and baseball games.

  • Michelle earned a certificate in Biblical Studies from Ecola Bible School in Cannon Beach, Oregon.
  • She lives in Vancouver, Washington, but grew up in Gresham, Oregon.
  • Her three boys are thirteen, eight, and five years old. 

Jim Scott, Facilities and Maintenance Manager

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!)

Being Certified

Our team of professionals has earned some of the most recognizable credentials in the financial planning and investment management industries. We stay abreast of trends and developments with ongoing continuing education. Johnson Bixby is committed to life-long learning and the continual enhancement of our skills in order to better serve you, our valued clients.


WHAT IS A CERTIFIED FINANCIAL PLANNER™?

A CERTIFIED FINANCIAL PLANNER™ is an essential key to your financial future. At JBA, our financial planners are certified. That means they’ve gone through rigorous and ongoing training. Not that we’re over-achievers or anything (wink), but all our planners exceed the minimum of 30 hours of continuing education every two years to maintain certification. We’re lifelong learners, and we love this stuff. You’ll find our recommendations to be objective, current, accurate, and customized. Our financial planners are certified through the Certified Financial Planner Board of Standards, Inc. (CFP Board).

Our CFP® Professionals meet the following standards:

  • Education – CFP® professionals must earn a bachelor’s degree and complete a comprehensive financial planning curriculum approved by the CFP Board in the areas of investment, insurance, taxes, retirement and estate planning.
  • Examination – All CFP® professionals must successfully complete the CFP Board’s comprehensive two-day, 10-hour CFP® Certification Examination.
  • Experience – CFP® professionals are required to have a minimum of three years of financial planning experience prior to using the CFP® mark.
  • Ethics – CFP® professionals must pass an ethics review and agree to abide by the CFP Board’s Planning Practice Standards and a strict code of professional conduct.

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.

Read More

WHAT IS A CHARTERED FINANCIAL ANALYST®?

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 BEHAVIORAL FINANCIAL™ DESIGNATION?

The term ‘behavioral finance’ is fairly new, although the concept is something Johnson Bixby planners practice naturally. A BFA™ designation represents additional training on the integration of behavioral techniques that are founded in traditional finance, psychology and neuroscience. These behavioral techniques assist both the planner and the client in making better decisions with and about money in the presence of competing and sometimes, difficult to deal with emotions. To earn a BFA designation, one completes 21 hours of training, followed by 20 hours of continuing education every 2 years.

WHAT DOES “CERTIFIED IN LONG TERM CARE” MEAN?

The CLTC designation is a professional mark earned by a person who offers advice regarding long term care services. Long-term care insurance is a complex product. It offers many forms of protection and pricing structures. A CLTC professional is highly trained in the field of long-term care and knows the right questions to ask. Their goal, like all professionals, is to help you solve your needs. The Corporation for Certification in Long-Term Care (CCLTC) is the sole recognized entity to conduct certification in this specialty. The program is recognized by state insurance regulators, NAIFA (National Association of Insurance and Financial Advisors), and the American College of Financial Services.

Our CLTC Designee meets the following standards:

  • Education – Continuing education is required to stay current on trends, legislation, and introduction of new products.
  • Examination – The holder of the CLTC designation has successfully passed a rigorous comprehensive certification exam given by the Corporation for Certification in Long Term Care and designation renewal is required every two years.
Read More

WHAT IS AN ENROLLED AGENT?

An Enrolled Agent (EA) is a federally-licensed tax professional who specializes in taxation and has unlimited rights to represent taxpayers before the Internal Revenue Service. Enrolled Agents have demonstrated technical expertise in taxation and IRS practices & procedures. To earn the Enrolled Agent designation, candidates must pass a comprehensive examination covering Federal taxation and IRS representation, practices & procedures or through experience as an IRS employee. They must also pass a tax compliance check to ensure they have filed all necessary tax returns and paid all tax liabilities.

Our Tax Professionals have earned the privilege of using the Enrolled Agent designation and meet the following standards:

  • Education – The IRS requires Enrolled Agents to complete 72 hours of continuing education on Federal tax topics every three years to maintain their licenses.
  • Ethics – Enrolled Agents must adhere to US Treasury Department Circular No. 230, which governs practice before the Internal Revenue Service. Also, Enrolled Agents are required to obtain continuing education credits in Ethics every year.
Read More

WHAT IS A CHARTERED FINANCIAL CONSULTANT®?

The Chartered Financial Consultant® (ChFC®) designation has been a mark of excellence for financial planners for almost thirty years. To hold the ChFC® designation, one must complete a minimum of 30 hours of continuing education every 2 years, adhere to strict ethical standards, and meet experience requirements.

Our Chartered Financial Consultant® meets the following standards:

  • Examination – ChFC® professionals must successfully complete nine college-level courses on all aspects of financial planning. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.
  • Experience – ChFC® professionals are required to have a minimum of three years of relevant business experience prior to using the ChFC® mark.
  • Ethics – ChFC® professionals must adhere to The American College’s Code of Ethics, which includes the following professional pledge: “I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”

ChFC® is the property of The American College, which reserves sole rights to its use, and is used by permission.

Read More

What is a Chartered Life Underwriter – CLU®

A chartered life underwriter CLU® is a professional designation for individuals who specialize in life insurance and estate planning.

To obtain the designation, candidates must complete advanced courses and exams in several topics, including insurance, investments, taxation, employee benefits, estate planning, accounting, management, and economics.
Read More

WHAT IS A Financial Paraplanner qUALIFIED PROFESSIONALTM DESIGNATION?

 Individuals who hold the Financial Paraplanner Qualified ProfessionalTM, FPQPTM 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 fpqpTM PROFESSIONALS MEET THE FOLLOWING STANDARDS:

  • Education– Designees renew their FPQPTM 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 ProfessionalTM and FPQPTM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Read More