"Our people make us who we are" -Jeff Dixson, President, Founder & CEO
In addition to being a lifelong Portland/Vancouver area resident, Jeff has been involved in the community in a variety of ways. Because of his passion for helping people, Jeff has volunteered and helped support dozens of non-profit organizations, including the American Cancer Society, the Lions Club, United Way, Oregon Food Bank, Share House and the Band of Brothers at his church. Jeff has been recognized with the Community Service Award for his work with the Evergreen School District and the Evergreen Community Festival, of which he is a founding member and served on the board of directors. He has spent many years as a youth coach for boys and girls basketball and baseball.
Jeff has been married to his wife, Brenda, for over 40 years and has three grown children, Jeromy, Brent and Brianne. He is an avid Blazer’s fan and enjoys the outdoors and spending time with his four grandsons, Parker, Tyler, Luke and Blake, and three granddaughters, Avery, Addison and Harper Grace. He also enjoys coaching his grandsons’ sports teams.
David is a financial advisor with Northwest Financial & Tax Solutions. He brings over 20 years of experience in the financial industry to the position and is well versed in financial and tax planning topics and strategies. David is passionate about helping individuals gain confidence in their financial situations. In the past, he has enjoyed employment with Edward Jones and Wells Fargo. He graduated from Northwest University Sacramento.
In his spare time, David enjoys volunteering with his local church, bell ringing for the Salvation Army and obstacle racing. He has been married to his wife, Kimberly, for nearly 30 years and has three grown children, Ryan, Sidney and Madison.
Jason is a financial advisor with Northwest Financial & Tax Solutions. Over his career, he has worked for some of the largest financial firms in the world. His most recent position was as an assistant vice president with Merrill Lynch. He is excited to work at one of the premier financial firms in the Northwest. Jason is eager to play an integral part in the success of Northwest Financial & Tax Solutions going forward. He is a strong believer in the importance of independence in financial planning — when a firm is truly free to help the client in the best way possible. Jason graduated with a degree in finance from Auburn University. In his spare time, he enjoys watching college football and is a huge Auburn fan. He also enjoys working around the house, playing board games with friends and spending time with his wife, Celicia, and daughter, Ella Joy.
Dustin is a financial advisor at Northwest Financial & Tax Solutions. He is a recent transplant from Houston, Texas, where he spent eight years as an independent wealth manager. He is passionate about the education process that he provides for his clients. Dustin believes that a properly informed client is capable of becoming a savvy investor. He enjoys helping his clients navigate the decision-making process while raising their level of financial sophistication. Dustin is currently working toward his M.A. at Biola University. He is married to the love of his life, Ali. They have two young boys, Blaise and Guy.
Stefanie is the general manager at Northwest Financial & Tax Solutions. She oversees day-to-day operations at the Vancouver office. Her duties include operations, HR and compliance. Prior to joining the NWFTS team, she spent 30 years in operations management and HR at Safeway. She is excited to work with a wonderful team of employees and utilize the skill set she has developed over her career. Stefanie enjoys spending time with friends and family and golfing. She lives on a golf course next to the putting green where, years ago, she made her very first hole-in-one. She has been married to her husband, Randy, for nearly 30 years and has a 3-year-old dog named Rusty.
Brenda is the vice president of Northwest Financial & Tax Solutions. She is married to the company founder, Jeff Dixson.
Brenda’s duties include operations, HR, compliance and supporting the team in all aspects of business planning and growth. She attended the University of Oregon and Clark College and worked as a nurse for several years in the Vancouver area prior to joining Jeff in the business in 2007. She spearheaded the building of the current main office in Vancouver. Brenda loves to travel, read and spend time with her family and friends.
KATIE JO SWASEY
Katie Jo is a servicing advisor for Northwest Financial & Tax Solutions. She has over 15 years of management and customer service experience in the retail, medical and financial fields. She manages the daily office activities and client relations.
Katie Jo’s exceptional organizational skills have helped lead the staff through multiple major projects and complex conversions. Her strong communication skills make her a strong advocate for our clients with our broker-dealer and vendors. Her problem-solving abilities and sense of humor helps keep the office running smoothly.
She is a committee member for the Colon Cancer Alliance. Katie Jo was born and raised in Portland, Oregon. She and her husband, Kirk, have two young children. Together they enjoy riding bikes, kicking the soccer ball and cheering on the Portland Winter Hawks. Katie Jo is a valued member of the PTA at her children’s school and coaches her son’s soccer team.
Ashley is the lead processor for Northwest Financial & Tax Solutions. She works closely with advisors and clients to process investment and insurance applications and the movement of money. She is our resident specialist on investment applications and liquidation calls. Her goal at NWFTS is to help get clients’ funds allocated in a timely and efficient manner.
Ashley brings four years of retail management experience, where she learned the importance of outstanding customer service. Most recently, she served as a bank manager where she oversaw daily operations including client and employee relations.
Ashley was born and raised in Woodland, Washington, where most of her family still lives. Ashley enjoys being with her family, camping, going to the beach and watching movies. Even though she says orange is not her color, you can count on her to be cheering for her favorite college football team, the Oregon State Beavers.
Keith is the marketing director for Northwest Financial & Tax Solutions. He takes care of planning client events, financial workshops and seminars, graphic design, radio production, blogging, website development and social media for the company. In his time at NWFTS, he has spearheaded the redesign of the website, the startup of the radio show and the development of new and improved systems. He grew up in Ferndale, Washington, and graduated from Linfield College with a degree in business marketing. Before coming to Northwest Financial & Tax Solutions, he worked at Full Sail Brewing Company in the marketing and sales department.
Keith is happy to be able to do what he is truly passionate about: marketing for a great company. He brings fresh ideas and enthusiasm to the position. In his personal life, he enjoys spending time with his wife, Lindsay, watching football, playing disc golf and hiking.
Clarissa is our resident specialist in life and long term care. Prior to joining NW Financial & Tax Solutions, Clarissa spent 13 years in the financial industry as a manager for a bank and is excited to work for a small company that allows her to spend more time with her husband and three children.
In her spare time, she enjoys going to the beach with her family and reading sci-fi novels.
Chelsea is an advisor assistant at Northwest Financial & Tax Solutions. She handles client requests such as change of address, withdrawals and RMD’s. She has held a number of positions in customer service. In her spare time, she enjoys learning sign language and spending time with her son, Charlie.
Amanda is an Advisor Assistant. Her previous experience includes 15 years at various credit unions where she most recently served as an assistant manager. She is excited to be a part of a prestigious firm that helps clients prepare for their financial futures. In her spare time she enjoys watching movies and playing arcade games with her husband Samuel and two children Benji and Gracie.
Alexis is an Advisor Assistant. Prior to coming to Northwest Financial & Tax Solutions she worked in the financial industry at a bank and a credit union. She enjoys working alongside and assisting financial advisors as they help individuals plan for retirement. In her spare time She enjoys working out, hiking and baking.
Crystal is the director of first impressions at our Vancouver, Washington, office. She is responsible for showing our clients and prospective clients warm hospitality. Prior to coming to Northwest Financial & Tax Solutions, she worked at Homewood Suites for nine years in their event planning and guest relations department. Crystal enjoys building relationships and speaking with clients over the phone and in person. She has written and published two fiction books and is currently working on her third. She is married and has one daughter, Kaylee.
Chelsee is an advisor assistant for meeting preparation. She works closely with the advisors to prepare paperwork and illustrations for their meetings. Before coming to Northwest Financial & Tax Solutions, she worked in management and data entry. In her spare time she enjoys hiking and spending time with her three “American Bully” dogs.
Listen to the podcast
The Jeff Dixson Show airs weekly on major talk stations throughout the Portland Metro area but you can listen anytime from the comfort and convenience of your home or office.
Winning the Retirement Game
By Jeff Dixson