Johnson Bixby

Amanda Reynolds is a CFP® with five years of industry experience, currently serving at Johnson Bixby in Vancouver, WA. Her prior roles include positions at Securities America, Inc., KMS Financial Services, and Integrated Tax Services. She serves as board chair for Union Chapel, a nonprofit church organization. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $789.5 million in regulatory assets, employing a multi-faceted investment approach that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Patricia Spies is a CFP® professional with eight years of experience in the financial services industry. She is currently with Johnson Bixby, where she has worked since 2017, and has prior experience at Securities America, Inc. and KMS Financial Services, Inc. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a diverse investment approach that includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Melissa Lamarche is a financial advisor with Johnson Bixby in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Securities America, Inc. and KMS Financial Services, Inc. She also serves as Chief of Staff at Johnson Bixby & Associates. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment approach that includes strategic asset allocation, ETF and mutual fund use, fixed-income management, and ongoing portfolio monitoring.

Dorothy Tennant is a financial advisor at Johnson Bixby in Vancouver, WA, holding Series 63 and Series 65 licenses. She has been with Johnson Bixby since 2023 and previously worked at Focus Point Solutions and The Ivy School. Tennant has no industry experience prior to 2014 and does not hold professional designations beyond her securities licenses. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm employs a multi-faceted investment approach emphasizing asset allocation, fixed-income management, and ongoing portfolio monitoring.

Lynn Snyder is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Johnson Bixby in Vancouver, WA. Prior to joining Johnson Bixby, Lynn worked at Securities America, Inc. and KMS Financial Services, Inc. He has been affiliated with Johnson Bixby and its related entities since 2019. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with standalone and integrated financial planning and consulting. The firm’s investment approach includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and a combination of cyclical, sector, and qualitative analysis with ongoing portfolio monitoring and rebalancing.

Lana Alvarez is a financial advisor at Johnson Bixby with four years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Johnson Bixby since 2013. Outside of her advisory role, she manages a residential rental property in Vancouver, WA. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management alongside financial planning and consulting. The firm’s investment approach includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring, with approximately $789.5 million in regulatory assets under management.

Jose Velez Homs is a financial advisor at Johnson Bixby with a Series 66 designation and one year of industry experience. His work history includes roles at Johnson Bixby, Private Client Services, Blue Water Wealth, Amazon Whole Foods, and positions in education at the University of Portland and Lakeridge High School. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm’s investment process includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Zachary Reuter is a CFP® with five years of industry experience, currently serving as a financial advisor at Johnson Bixby in Vancouver, WA. His prior experience includes roles at Securities America, KMS Financial Services, and Cable Hill Partners. He also spent four years with the Jesuit Volunteer Corps Northwest. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in assets and employs a diversified investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Cynthia Staley is a financial advisor at Johnson Bixby with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including KMS Financial Services, Securities America, and Private Client Services. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm manages approximately $789.5 million in assets and employs an investment process that emphasizes diverse asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Alexander Ali is a CFP® with two years of industry experience, currently serving as a financial advisor at Johnson Bixby. He has worked at Johnson Bixby & Associates since 2022 and has prior experience in private client services and various other roles. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in assets and employs a comprehensive investment process that includes strategic asset allocation, fixed-income management, and ongoing portfolio monitoring.

Cyndi Thompson is a CFP® professional with six years of industry experience, currently serving as an advisor at Johnson Bixby. Her prior roles include positions at KMS Financial Services, Inc. and CINDER LLC. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Amanda Peterson is a Series 65 licensed advisor with Johnson Bixby in Vancouver, WA, bringing six years of industry experience. She has worked at Private Client Services since 2022 and has been with Johnson Bixby & Associates LLC since 2020. Prior to her financial career, she spent 11 years working at King County Superior Court. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm’s investment approach includes diverse asset allocation strategies, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Heidi Johnson Bixby is a CFP® professional with over 32 years of experience in the financial services industry. She is currently with Johnson Bixby, a team-based firm in Vancouver, WA, and has held roles at several firms including Securities America, Inc. Outside of advising, she serves as treasurer and board member of the Global Sojourns Giving Circle, a nonprofit focused on youth empowerment and education in Southern African countries. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with financial planning and consulting. The firm employs a multi-faceted investment approach emphasizing asset allocation, fixed-income management, and ongoing portfolio monitoring, managing approximately $789.5 million in regulatory assets.

Heidi Smart is a financial advisor at Johnson Bixby with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Private Client Services and Securities America, Inc. since beginning her career in 2013. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment process that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Kailee Aparicio is a financial advisor at Johnson Bixby with a Series 66 designation and two years of industry experience. She has worked at Johnson Bixby since 2022 and has held other roles including positions in private client services and public relations. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with financial planning and consulting. The firm’s investment approach includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring and rebalancing.