# Johnson Bixby

Johnson Bixby is a RIA based in Vancouver.

## Overview

- **Organization type:** RIA
- **Headquarters:** Vancouver
- **Assets under management:** Undisclosed
- **Website:** https://johnsonbixby.com
- **LinkedIn:** https://www.linkedin.com/company/the-alexander-ali

## Regulatory record

- **CRD number:** 310839
- **SEC file number:** 801-119645
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310839

## About

Johnson Bixby is a financial planning firm in Vancouver, Washington that provides financial planning and portfolio management. The firm helps individuals, couples and families create financial plans across life stages, including retirement strategies, tax strategies and planning, and estate and legacy planning. Clients in Southwest Washington and Oregon—and beyond—work with the firm as trusted financial planners. Advisory services are offered through Johnson Bixby, an SEC Registered Investment Advisor.

## People

- Heidi Johnson Bixby — CFP® — CEO, President and Financial Planner; owner
- Kimberly S. Baker — CFP® — Director of Financial Planning / Financial Planner
- Zach Reuter — CFP® — Financial Planner
- Amanda Reynolds — CFP®, CPA, MA — Financial Planner
- Patricia Spies — CFP®, MBA — Financial Planner
- Lynn Snyder — CFA, MBA — Portfolio Manager
- Alexander Ali — CFP®, AFC® — Financial Planner
- Lana Alvarez — Compliance/Audit Manager
- Rachel Gorretta — Marketing & Communications Director
- Cynthia Boman Thompson — MS, CFP® — Chief Financial Officer
- Kristi Koebke — Chief Marketing Officer
- Juli Potts — SHRM-CP, PHR, CCP — Chief People Officer
- Megan Dixon — CAP® — Director of Community Investments & Relationships
- Mandy Peterson — Client Services Manager
- Heidi Johnson Bixby — CFP® — CEO, President and owner

## Questions

### Who runs investment decisions at Johnson Bixby?

No named principal or investment professional at Johnson Bixby has been identified in public records. The firm does not disclose leadership on any public platform. Investment decision-making structure is unknown.

### What is Johnson Bixby's investment strategy?

Johnson Bixby's investment strategy is not publicly documented. The firm has no known asset-class mix, sector focus, or geographic footprint. No portfolio companies, deals, or co-investments have been attributed to the firm in public sources.

### How much capital does Johnson Bixby manage?

Johnson Bixby does not disclose its AUM. No regulatory filings, press reports, or marketing materials provide a figure. The firm's capital base is entirely opaque.

### Where does Johnson Bixby's wealth come from?

The origin of wealth behind Johnson Bixby is not publicly disclosed. No family name, industry source, or generational context has been linked to the firm.

### Does Johnson Bixby make direct investments or fund commitments?

The firm's investment vehicle structure is not publicly known. No information exists to confirm whether Johnson Bixby engages in direct investments, fund commitments, co-investments, or other strategies.

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- [True Blue Financial](https://altss.com/profile/true-blue-financial-llc)

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Last updated: 2026-08-11T15:07:12.582Z

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