Meet our Team

"our team is here to serve you" -Jeff Dixson, President, Founder & CEO

 

JEFF DIXSON

Founder, President & CEO

Known as “The Retirement Coach”, Jeff is the Founder and President of Northwest Financial & Tax Solutions, Inc. He is a well-established and respected financial educator. Jeff is the host of The Jeff Dixson Show, which airs weekly on seven different radio stations. He was voted the Best Financial Advisor by the 2010, 2014 and 2015 “Best of Clark County” Columbian newspaper polls.
Jeff helps clients in planning for their retirement future by identifying foundational assets, developing income streams and determining tax reduction strategies using insurance and investment products, while helping clients avoid common financial mistakes. He provides objective, detailed and independent advice to his valued clients. Jeff has built his business on a foundation of integrity and trust and is committed to providing unparalleled service.

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.

JASON LAMBERT

Financial Advisor & Portfolio Manager

Jason@nwfts.net

Jason is a Financial Advisor and Portfolio Manager at 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, daughter, Ella Joy and son, Nolan.

DAVID TOPPER

Financial Advisor

David@nwfts.net

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 other major financial institutions. 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.

DUSTIN MARTIN

Financial Advisor

Dustin@nwfts.net

Dustin is a Financial Advisor at Northwest Financial & Tax Solutions. He is a transplant from Houston, Texas, where he spent eight years at an independent wealth management firm. 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 three children Blaise, River and Guy.

KATIE JO SWASEY

Servicing Advisor

Katiejo@nwfts.net

Katie Jo is a Financial Advisor for Northwest Financial & Tax Solutions. She has over 15 years of management and customer service experience in the retail and financial fields.

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 has been a member of the PTA at her children’s school.

STEFANIE WILLIAMS

General Manager

Stefanie@nwfts.net

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 over 30 years in operations, management and HR. 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 DIXSON

Vice President

Brenda is the Vice President of Northwest Financial & Tax Solutions. She is married to the company founder, Jeff Dixson.

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 main office in Vancouver. Brenda loves to travel, read and spend time with her family and friends.

 

ASHLEY CLAUS

Manager of Client Services

Ashley@nwfts.net

Ashley is the Manager of Client Services for Northwest Financial & Tax Solutions. She manages a team of advisor assistants to make sure clients are taken care of.

Ashley has grown within the company from processor, to lead processor to management. In the past, she served as a bank assistant 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 MADER

Marketing Director

Keith@nwfts.net

Keith is the Marketing Director for Northwest Financial & Tax Solutions. He takes care of planning client events, financial workshops, graphic design, radio production, blogging, website development and social media for the company. He also manages the calendar for our five busy financial advisors. 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 a brewery in the marketing and sales department.

In his personal life, he enjoys spending time with his wife, Lindsay and his daughter Liesl.

CRYSTAL GILES

Director of First Impressions

Crystal@nwfts.net

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 a hotel 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 four fiction books and is currently working on her fifth. She is married and has one daughter, Kaylee.

CLARISSA LAUB

Clarissa@nwfts.net

Clarissa is a 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 GRAY

Advisor Assistant

Chelsea@nwfts.net

Chelsea is an Advisor Assistant at Northwest Financial & Tax Solutions. She helps clients with their individual accounts and requests. 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.

ALEXIS PHOMMASEN

Advisor Assistant

Alexis@nwfts.net

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.

 

ADRIANA C. WALKER

Advisor Assistant

Adriana@nwfts.net

Adriana is an Advisor Assistant. She works closely with clients to provide them with exceptional service. She processes new business paperwork, handles requests for funds, answers administrative questions and much more. Before coming to Northwest Financial & Tax Solutions, she worked for the Social Security Administration. In her spare time she enjoys wine tasting and spending time with her husband.

BETH MATSON

Advisor Assistant

Beth@nwfts.net

Beth is an Advisor Assistant. She works closely with clients to provide them with exceptional service. She processes new business paperwork, handles request for funds, answers administrative questions and much more. In her past employment, she worked in the medical field. In her spare time she enjoys running and playing kickball.

BECKY ALTMAN

Advisor Assistant

Becky@nwfts.net

Becky is an Advisor Assistant. She processes new business paperwork, handles request for funds, and answers administrative questions. She has over 10 years of experience in the securities industry. She moved up to the Portland/ Vancouver metro area from Sacramento to be closer to her children and grandchildren. In her spare time she enjoys crocheting, going on day trips and hiking.

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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

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