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.

Whether you care about family, career, travel, security, or want to impact the world on a grander scale, we’re here to help you align your finances with your personal convictions. We are at our best when we live authentic lives, and we established First Pacific more than two decades ago to be a financial advisory firm that puts the needs and desires of our clients first. Through our total wealth management approach, we help you integrate your short-term financial needs with your lifelong goals to create a cohesive financial life. Your money should allow you to focus on what you genuinely want to do; we’ll take care of the rest. Advisory services offered through First Pacific Financial, Inc. First Pacific Financial, Inc. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where First Pacific Financial, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by First Pacific Financial, Inc. unless a client service agreement is in place. Comments by viewers or third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. First Pacific Financial, Inc. has reasonable belief that the content posted by a Third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services.

- Maintained accounting records for eight active companies, and thirteen pass-through and trust entities.- Oversaw accounts payable processes, including invoice entry and bi-monthly check runs.- Verified and recorded accounts receivable deposits.- Transitioned accounts payable and accounts receivable systems to digital processes.- Enhanced financial controls by streamlining the invoice approval process.- Contributed to payroll operations.- Generated weekly Financial Position reports for all entities.- Executed month-end procedures for multiple entities.- Created training handbook, and provided training to a new employee.

Trend Capital is a leader in list management and lead generation. We offer high-conversion landing pages and generate a large volume of traffic. Our revolutionary platform allows us to run effective and profitable campaigns. Our team is a group of experienced professionals infused with talent and commitment who continuously develop new strategies to excel in the industry. Our clients and partners are our biggest asset.

Charting Financial Independence Since 1982 Whether you are an individual investor, business owner or retirement plan sponsor, Martel Wealth Advisors, Inc. understands that you have a choice when selecting an investment advisor. Our goal is to build a long-term trusted relationship with you by providing ongoing financial advice to help your family or business to make better investment decisions. We work closely with you to gain a full understanding of your overall financial situation. It is this close relationship that sets us apart from the large investment, insurance and banking organizations. We are committed to providing you with objective, holistic, and creative solutions to the array of financial challenges that you may face throughout your life. Martel Wealth Advisors, Inc. is a unique organization in that we provide institutional-quality investment management services coupled with the intimacy of a privately held boutique firm. It is our steadfast goal to develop and maintain a long-term relationship with your family and to be a valued resource for your professional practice or business. Learn more about Martel Wealth Advisors, Inc. and our team-approach on our website, or by calling 360-694-9940. Advisory Services offered exclusively through Martel Wealth Advisors, Inc. an SEC Registered Investment Advisor. Check the background of this investment professional on FINRA’s Broker Check.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Fort Vancouver Investment Management is an independent Registered Investment Advisor based in Vancouver, WA with managed assets exceeding $100 million. As a fee-only advisor we offer customized financial solutions that help our clients maintain their lifestyle throughout life’s transitions – personal and professional milestones, retirement, legacy goals and more. All our services are rooted in making recommendations that serve our clients best interest, not ours.

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

The Hawes Group serves its clients and the community through its family of companies including Professional Credit, Ensource, and KG Hawes LLC. Through our family of companies, we offer a range of services including Collections and Accounts Receivables Purchasing, Pre-collect and Business Services. Hawes Group provides a number of additional services for businesses including management, technology, finance, and marketing. With decades of experience, Hawes Group excels in giving companies the tools they need to expand and better help their customers. The Mission of Hawes Group is to provide a platform for positive change in this world that leads to improved processes and superior financial results for our partner businesses and clients. Hawes Group has regional offices located throughout the United States.

Peter's lifelong calling in the financial services industry, now exceeding 30 years, has been dedicated to helping clients get their financial affairs in order so they can focus on their most important family goals and values. It has been a career built on integrity, character and forged with positive leadership for our friends and family in this truly independent practice. At Ambassador Wealth Management we are very fortunate that we have some of the most fascinating people in the world as our clients. They are intelligent, hardworking, successful people that want to be good stewards of their financial assets. Their diverse nature, and the diverse nature of their needs, desires and financial situations, drives our passion daily.We specialize in guiding our clients through life's difficult financial decisions and complex financial matters. Specifically, we work with people nearing or in retirement; women facing the financial fallout from the loss of a spouse through death or divorce; business owners who are struggling with a succession plan; and families searching for their "right way" to leave a legacy of wealth to future generations. We will walk with you and guide you to your best solution.Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Managed a book of business of small accounts primarily Commercial Insurance.