Your Team

Matthew P. Jarvis, CFP®, ChFC
CERTIFIED FINANCIAL PLANNER™

Matthew’s role on your team

Matthew provides the bulk of the team’s technical expertise. His expertise has been featured in numerous publications including The Wall Street Journal and he speaks regularly at industry training events. Matthew is also responsible for continually looking for ways to improve the services we provide to clients.

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Nathaniel Jarvis, CFP
CERTIFIED FINANCIAL PLANNER™

Nathaniel’s role on your team

Nathaniel is responsible for all of the behind the scenes number crunching, which means every report you receive from our office started on his desk. He also handles most aspects of maintaining our client investment portfolio and provides backup for clients when Matthew is unavailable.

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Colleen Martin

Colleen’s role on your team

Colleen oversees client service experiences. She masterfully provides support with all client requests, from cashiering, operations support, planning educational events and seminars, and more. Colleen is instrumental in helping refine our service processes to ensure we can provide seamless and efficient support to clients. She acts as each client’s dedicated service champion.

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Dee Young

Dee’s role on your team

Dee’s primary duty is to welcome you with a warm hello! She provides terrific service that ensures clients have a positive experience during every interaction. As the emcee of appointments, answering phone calls, managing appointment, and assisting with services work, she bolsters our team’s ability to exceed our client’s expectations.

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The rest of our team

We have intentionally limited the size of our firm to ensure that every client receives the very highest level of personalized service. Despite our small size, we maintain a network of professionals whose knowledge and experience rivals that of the largest firms. This includes:

Accountants
Attorneys
Insurance Experts
Mortgage / Banking Experts
Charitable Giving Experts

If this sounds like a team with whom you would enjoy working, read our commitment to always acting in your best interest.