Johnson Bixby
WE ARE FINANCIAL PLANNERS, ADVISORS, AND CONFIDANTES. Since 1983, individuals and families in Southwest Washington and Oregon – and beyond – have counted on Johnson Bixby as their trusted financial planners. START WITH MAKING INFORMED DECISIONS. At Johnson Bixby, we help our clients make informed decisions to navigate life’s many turns and reach their goals using a comprehensive approach to financial planning and portfolio management. SEE WHAT'S POSSIBLE. We are experts who use our technical knowledge and care to help people see what’s possible in life. That’s what makes us different: expertise + empathy. We hear what’s not being said. We surface the questions you’re not asking but should be. All in service to helping you live your best life. TAKE THE LONG VIEW. It’s our steady, patient approach to financial planning and investment strategy that works well for the individuals and families who partner with us. Our financial planners work with people through all stages of life – from college funding to retirement and all the changes and decisions in between. 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 PCS are separate and unaffiliated.
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Verified contacts
21
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
165
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- LS
Lynn Snyder
Portfolio Manager · Finance & Accounting
EmailPhone - KM
Karen Marshall
Office Administrator · Operations
EmailPhone - MY
Melanie Yeagley
Marketing & Event Support Specialist · Other
EmailPhone - JP
Juli Potts
Chief People Officer · Human Resources
EmailPhone - HJ
Heidi Johnson Bixby
Owner · General Business & Management
EmailPhone - MD
Megan Dixon
Director of Community Investments & Relationships · Other
EmailPhone - PL
Paula Lee
Business Manager at Johnson Bixby · General Business & Management
EmailPhone - AA
Alexander Ali
Financial Planner · Finance & Accounting
EmailPhone - HS
Heidi Smart
Senior Technical Specialist · Information Technology
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Johnson Bixby
16 distinct titles indexed · top 10 shown.
- 3financial planner
- 2client services team
- 2office administrator
- 1business manager
- 1business manager at johnson bixby
- 1chief operations officer
- 1chief people officer
- 1client services
- 1director of community investments & relationships
- 1director of financial planning lead financial planner
- +6more titles
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