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.

  • Matthew P. Jarvis, CFP®, ChFC
    Certified Financial Planner™

    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.

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  • Nathaniel Jarvis, CFP®

    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.

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  • Rhys Cooper, CFP®
    Certified Financial Planner

    Rhys joined Jarvis Financial in 2023 after spending five years as a tax and investment advisor in Tacoma. He is passionate about helping others and works hard to improve the financial outcomes of our clients.

    Outside of the office, Rhys and his wife, Paige, stay busy raising their three small children in Fircrest. He enjoys taking the kids out in the kayak, exploring nature, and playing golf.

  • Allen Gentry, APMA™

    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.

  • Colleen Martin
    Operations and Relationship Manager

    While Colleen officially holds the title of Operations Manager, we affectionately refer to her as the “Queen Bee” as she is the one who 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 Taffy watching professional sports, traveling internationally, reading and enjoying the Arizona sun.

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.

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.