Johnson and Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Ashley Johnson

Ashley Johnson

CFP®, BFA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Ashley Johnson's website

Team

Alex Southby

Alex Southby

Paraplanner

Barret Roosa

Barret Roosa

Financial Advisor

Kimberly Murphy

Kimberly Murphy

Client Concierge