Inspiring You to Reach Your Financial Goals

Co-Founder, Financial Advisor

Tammy Mafara-Jacobs

Tammy’s mission is to help guide her clients through all financial situations. As a financial advisor and co-founder of Creative Wealth Management, she is dedicated to understanding her clients’ wants and wishes in order to provide them with customized solutions that align with their financial goals.

Since 2001, Tammy has been helping clients build and preserve their wealth. She’s also been working with Jonathan Johansen – fellow co-founder of Creative Wealth Management – since 2002. Tammy’s wealth of experience is complemented by her esteemed certifications in the field of financial planning. She holds the highly regarded Certified Annuity Specialist® designation, which requires intensive self-study courses. She also earned a Certified Income Specialist™ certification and uses her expertise in wealth distribution and management to provide her clients with trusted, knowledgeable service. Tammy plans to pair her refined skillset with the robust resources available at Raymond James, which she joined in 2018, to continue benefiting her clients.

Tammy was inspired to join the field of financial planning by a sudden and unfortunate event. After working for a major corporation for almost two decades, Tammy’s employer filed for bankruptcy, causing thousands of people to lose their pensions and devastating entire families. Using this tumultuous time as a catalyst to join the financial industry, Tammy became dedicated to helping clients prepare for similar experiences and preserve their assets in case the unexpected happened.

A resident of Wilsonville, Oregon, Tammy has been an Oregonian since she was a young child, and is proud to have raised her own family in the state. She is married to Michael and has two daughters: Rachelle, who lives abroad with her husband and two sons, and Kaila, who lives in Lake Oswego and works with Tammy at the company. In her free time, Tammy enjoys traveling and any kind of water recreation, including scuba diving. She’s an enthusiast of garden-to-table cooking and enjoys traveling with her family.

Co-Founder, Financial Advisor

Jonathan Johansen

Jonathan has been helping clients pursue their long- and short-term financial goals since 2001. He cherishes the opportunity to listen to his clients’ stories and learn about their aspirations. Jonathan is committed to using his years of experience in the financial planning field to help clients live the lives they’ve always imagined.

A co-founder of Creative Wealth Management as well as a financial advisor, Jonathan is deeply experienced in retirement and income planning. He holds a prestigious Chartered Financial Analyst® designation, which requires rigorous training on matters such as asset valuation, investment tools and portfolio management. As a CFA® professional, Jonathan is committed to practicing with higher ethical standards and meeting the board’s extensive knowledge and experience requirements. Since joining Raymond James in 2018, he looks forward to using his industry expertise and the firm’s client-first culture to continue providing clients exceptional service.

Originally from Bozeman, Montana, Jonathan now makes his home in Southeast Portland with his wife, Laura, and their son, Drew. He serves as secretary of Fairview Masonic Lodge and is a member of CFA Society Portland. In his free time, Jonathan enjoys golfing, woodworking, wine tasting and traveling.

Client Services Assistant

Kaila Jacobs

Kaila June Jacobs graduated in 2012 from Pacific University with a Bachelor of Arts in Philosophy, magna cum laude. She wrote her senior thesis on language and communication. Kaila started out working in the Financial Industry scheduling, organizing and carrying out client events. After several years of doing editorial work for authors and film makers, Kaila returned to our industry excited to work with our clients again. After being our Client Service Assistant for three years, Kaila is now expanding her role and working with the advisors in the office and their clients. Kaila enjoys gardening, travel and spending time with family and her beloved fur babies.