Skip to content

Johnson Bixby

Johnson Bixby
Categories

Financial & Investment Services

About Us

WE ARE FINANCIAL PLANNERS, ADVISORS, AND CONFIDANTES. Individuals, couples and families in Southwest Washington and Oregon – and beyond – count on Johnson Bixby as their trusted financial planners. We walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate complex matters through all life stages. We work with people who value long-term planning, advice, and portfolio management from caring financial professionals, to reach their goals.

Rep/Contact Info

Jose Alfredo Velez Homs
Client Services II
Alexander Ali
Financial Planner
Lana Alvarez
Compliance/Audit Manager
Kailee Aparicio
Client Services II
Kimberly Baker
Director of Financial Planning / Financial Planner
Megan Dixon
Director of Community Investments & Relationships
Rachel Gorretta
Director of Marketing & Communications
Heidi Johnson Bixby
President/CEO
Kristi Koebke
Chief Marketing Officer
Melissa Lamarche
Vivian Le Cousins
Accountant
Karen Marshall
Office Administrator
Mandy Peterson
Client Services Manager
Juli Potts
Chief People Officer
Amanda Reynolds
Financial Planner
Haley Smart
Senior Technical Specialist
Lynn Snyder
Portfolio Manager
Patricia Spies
Financial Planner
Cindy Staley
Compliance Specialist
Ellen Tennant
Client Services
Cyndi Thompson
Chief Financial Officer
Trisha Townsend
Saskia van Verseveld
Dir of Business Operations
Melanie Yeagley
Marketing & Event Support Specialist