Our Team

Matthew P. Jarvis, ChFC - Managing Partner 

A member of the firm since 2003, Matthew has been Managing Partner of Jarvis Financial since 2008.  He holds the Chartered Financial Consultant (ChFC) designation awarded by the American College, which is regarded as one of the top financial planning designations, and is a candidate for the CFP® certification, having recently passed the CERTIFIED FINANCIAL PLANNER™ exam.  A voracious reader, Matthew is extremely well versed in a multitude of retirement and estate planning topics.  His knowledge is only matched by the hands-on experience of nearly a decade in the financial planning industry.

Matthew and his wife, Jackie, have been married since 2003 and are the parents of three.  They are active supporters of St. Francis Hospital organizations and of the Multi-Service Center, and are active in their church community.  Matthew enjoys long distance cycling; he'll complete his first Seattle to Portland ride in 2010.  An Eagle Scout and current Scout leader, Matthew enjoys outdoor activities including hiking and camping, and takes great joy in introducing his two older girls to some of his favorite places.

Cindy Jarvis - Client Relations and Office Manager

Cindy Jarvis is Jarvis Financial's first and longest serving employee.  As the person clients first speak with when they call Jarvis Financial, Cindy leads the firm's commitment to responsive client service and thorough follow-through.  She takes the lead scheduling appointments, and oversees many of the service items. 

When not helping clients, Cindy enjoys quilting, family history research and spending time with her grandchildren.

Nathaniel P. Jarvis, , CFP® - Consultant / Founder

In 1990 Nathaniel Jarvis founded what is now known as Jarvis Financial.  He established the firm's foundation of providing clients with outstanding service, unquestionable integrity, and professional ethics.  Nathaniel's dedication to the profession and the community gained him widespread respect and admiration. 

Since retiring after 18 years at the helm of Jarvis Financial, Nathaniel spends time supporting the Tacoma Youth Symphony and the Federal Way High School Band (he's the father of multiple musicians).  He also consults with the firm on an as-needed basis.