Thomas Jensen
Wealth Management Advisor|MSc, CFP®
Giving people peace of mind to retire confidently
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Brianne Avila
Associate Wealth Management Advisor
Brianne is responsible for ensuring the integrity of our clients’ experience, including regular and on-going communication. Behind the scenes you will find Brianne working closely with Thomas to develop and refine your financial plan.
When to Call Brianne
- Follow up on opening a new account or to complete a rollover
- To review your financial plan or discuss major life changes
Get to Know Brianne
- Enjoys spending time with her husband & two daughters, and traveling around the Pacific Northwest
- Studied vocal opera music in college
Chelsey Lynna Nevarez
MBA
Associate Wealth Management Advisor
Chelsey is responsible for ensuring the integrity of our clients’ experience, including regular and on-going communication. Behind the scenes you will find Chelsey working closely with Thomas to develop and refine your financial plan.
When to Call Chelsey
- Follow up on opening a new account or to complete a rollover
- To review your financial plan or discuss major life changes
Get to Know Chelsey
- Enjoys exploring the PNW trails and National Parks with her husband, son, and daughter. On weekends you will find her cheering on her kids at their soccer matches.
- Attended University of Portland for her MBA. Go Pilots!
Brittani R Cooley
Client Service Coordinator
Brittani is responsible for maintaining the teams work flow and operations. After agreeing upon a recommendation with Thomas, Brittani will work with you to establish and fund new accounts, and implement the discussed strategies.
When to Call Brittani
- To schedule a planning review meeting
- To complete new investment accounts and insurance applications
- To make updates to existing accounts or policies
Get to Know Brittani
- Loves creating family memories with her husband and three daughters; some favorites are boating, glamping in their RV and riding with her husband on OHV trails
- Played volleyball throughout college and coached club