Your Team
At Jarvis Financial we work as a single team, all working together to deliver massive value to clients. Thanks to the wonders of technology, no matter who you talk with on our team, we are all collaborating towards your success.
In 2003 Matthew joined his father Nathaniel at Jarvis Financial and five years later he took over as President. Building on the foundation laid by Nathaniel, Matthew and the team have earned Jarvis Financial world-wide recognition for Delivering Massive Value to clients. While serving clients is always Matthew’s top (professional) priority, he is a widely sought-after speaker and author.
When not at work, Matthew can be found traveling the world with his wife Jackie and their 3-kids (Alice, Ella & Calvin). You can also find him at the local CrossFit gym or in the woods on his mountain bike. If you get the chance, be sure to ask him what books he is currently reading.
In 1990 Nathaniel founded what is today Jarvis Financial Services. His commitment to always doing what’s best for clients has been our foundation since day one. Today much of his work is behind the scenes making sure all of the little (but important) stuff in handled so that clients can spend more of their time enjoying retirement.
When not at work, Nathaniel and his wife of 43 years Cindy can be found hiking, volunteering with his church and local youth groups and spending time with their 12 grandchildren. If you have the chance, be sure to ask him about some of his favorite hikes in the area.
Allen graduated from Central Washington University with a bachelor’s degree in business administration specializing in personal financial planning. He began his career in financial services shortly after graduating, earning his Accredited Portfolio Manager Advisor (APMA)™ designation 2 years later. Allen assists the team by using his wide and ever-growing knowledge of investments and planning to serve as a liaison to the clients to make sure that even in the busiest times the clients’ needs are met and no questions go unanswered.
When not assisting clients, Allen can be found in the gym, playing his guitar, going on long drives across the country, and wrenching away on cars in his driveway.
While Colleen officially holds the title of Relationship Manager, we affectionately refer to her as the “Queen Bee” as she is the one that keeps everything in the office running smoothly. From scheduling client meetings to handling client service requests, Colleen is always the first point of contact.
When not working, Colleen can be found with her husband Doug and her dog Piper enjoying professional sports, reading and doing crafts.
Accountants, Attorneys and other Professionals
In a sense we serve as a client’s financial concierge where they can direct any and all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.
If this sounds like a team with whom you would enjoy working,
read our commitment to always acting in your best interest.