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

    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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  • Alex M. Lynch CFA®, AWMA®

    Alex brings a unique level of knowledge and experience to our team, especially as it relates to our most important duty: making sure clients never run out of money. He started his career in financial services in 2008, during the depths of the financial crisis. Progressing from an intern to a highly credentialed and trusted lead financial advisor. He graduated from the University of Washington with a bachelor’s degree in business administration with a concentration in finance and marketing. He is a Chartered Financial Analyst (CFA®), Accredited Wealth Management Advisor (AWMA®),  member of the Wealth Tender Community, and Eagle Scout. Although, he is still working on improving his golf game, he knows how to deliver actionable straightforward guidance to clients.

    When not at work, Alex and his wife Chelsea are passionate Huskies (longtime season ticket holders) and Seattle Sports Fans. They love to travel all over the world (married in the Bahamas), stay active outdoors, and enjoy all the beautiful waterfront activities the Pacific Northwest has to offer. If you have a chance, be sure to ask him about Seahawks football.

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  • Colleen Martin

    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.

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.