"our team is here to serve you" -Jason Lambert, President & CEO
President, CEO & Portfolio Manager
Jason is President, CEO and Portfolio Manager of Northwest Financial & Tax Solutions. Over his career, he has worked for some of the largest financial firms in the world, including as an Assistant Vice President with Merrill Lynch. As the firm's portfolio manager, Jason plays an integral part in the success of Northwest Financial & Tax Solutions. 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.
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 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 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 earned a Bachelor's degree from Indiana University, and 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
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.
Bruce is a Financial Advisor with Northwest Financial & Tax Solutions. He brings 16 years of experience in investing and financial planning to the team. Bruce enjoys helping our clients protect and enjoy the fruits of their labor.
Bruce earned his B.A. in International Relations from Claremont McKenna College. After working in trade finance with Freightliner LLC, he obtained his securities licensing and worked for Morgan Stanley Smith Barney for 6 years. In 2011, Bruce became a Financial Advisor with TwinStar Credit Union, before joining Northwest Financial & Tax Solutions. Bruce and his wife, Melissa, have four cats and two kids, Austin and Maddie. They enjoy reading, watching the Food Network and HGTV, and going to the movies together.
Deane has a passion for tax planning, and has many years of experience working with a wide variety of clients with a broad range of taxation issues for individuals and businesses, including rental properties, complex K-1s from pass-through entities, and complicated brokerage statements. From simple tax returns to complex tax planning needs, Deane is your "go to" guy.
Deane is a regular contributor to The Jeff Dixson Show "The Retirement Coach", a retirement radio show.
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.
Manager of Client Services
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.
Tim is the Marketing Director for Northwest Financial & Tax Solutions. He handles things like event production, digital marketing, and scheduling. He also produces The Jeff Dixson Show, which airs every week on seven Portland-area radio stations.
Before joining Northwest Financial, Tim worked at a Portland, Oregon based direct marketing agency as a digital marketing strategist and account manager. Tim enjoys spending time outdoors, exploring local eateries, reading, and spending time with friends.
Director of First Impressions
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 is our resident specialist in Life and Long-Term Care. She helps to assess and identify potential risks that may hinder our client’s financial portfolio. Prior to joining Northwest Financial and Tax Solutions, she spent over 14 years in the financial industry working her way up from a Teller to Management.
Clarissa was born and raised on Guam and enjoys spending her spare time at the beach with her husband, Charlie and their 3 children.
ADRIANA C. WALKER
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.
Stefen is an Advisor Assistant with Northwest Financial & Tax Solutions. She moved to area from Hawaii where she spent 4 years working as an Office Administrator. Over her career she has held many positions in various industries and brings that diverse experience to the position.
Stefen has two grown sons and loves spending time with her granddaughter, her boyfriend, and her dog Oswald.
Listen to the podcast
The Retirement Trailhead radio 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