As a financial advisor, it's my mission to empower my clients to meet their financial goals. It's important to me to take time with each client to find out where they are today and understand their vision for the future. With that knowledge, I can teach them how to design an effective strategy to help achieve their goals. The most frequent feedback that I receive from clients is that I communicate complex information in a way that is engaging and easy to understand. I have a diverse client base and I truly value building meaningful relationships with my clients and the opportunity to witness personal and financial growth.
Growing up, my experiences taught me about the importance of being purposeful with money. I observed a squandered inheritance, failed business investments, a single mother working three jobs and a parent lose their home during the financial crisis. I understand now that most of the financial stress that my family experienced could have been prevented by having and sticking to a long-term strategy.
I joined the United States Air Force and opened my first IRA at the age of 19 after learning about the power of compound interest. My peers began to seek me out for financial mentorship and I quickly began to see the positive ripple effects of helping my fellow military members.
I have eight years of experience in the financial industry and four professional licenses. In addition to my professional experience, I have two bachelor's degrees from Northern Arizona University.
When I'm not serving my clients, you'll find me at home in North Tacoma spending time with my beautiful blended family of five, riding my bike, or throwing the frisbee to my toy Aussie.
My new Point Ruston office will be opening later this year and I'm looking forward to continuing to support my local community while living, working and playing in Point Ruston.
I look forward to meeting you and learning how I can support you in reaching your financial goals.
My Personal Interests
Office Address5020 Main St Suite D
Tacoma, WA 98407 opens in a new window
Phone NumberMatthew Jensen at (253) 534-8484
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