Jenny Lamson Client Service Representative Mission Wealth

Jenny Lamson

In by Mission Wealth

Jenny Lamson Mission Wealth

Jenny Lamson

Client Service Representative

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"My personal commitment is to make our clients' experience effortless. It brings me immense joy to see our clients effortlessly navigate through our services. This commitment fuels my passion and drives me to consistently deliver exceptional results."

Jenny Lamson is a Client Service Representative at Mission Wealth in Portland, Oregon, Seattle Washington, and surrounding PNW area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Jenny's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Jenny plays a crucial role in the success of Mission Wealth.

"My personal commitment is to make our clients' experience effortless. It brings me immense joy to see our clients effortlessly navigate through our services. This commitment fuels my passion and drives me to consistently deliver exceptional results."

Jenny Lamson is a Client Service Representative at Mission Wealth in Portland, Oregon, Seattle Washington, and surrounding PNW area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Jenny's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Jenny plays a crucial role in the success of Mission Wealth.

Learn About Jenny Lamson

Professional Background

Most recently, Jenny Lamson has worked closely with an independent financial advisor and her clients. Her role included every day administrative tasks, communicating with clients and meeting their needs, as well as any special projects that popped up. Prior to this, Jenny wore many hats at a small firm in Denver. As office manager she was responsible for everything from payroll to facilities management to tech support.

Jenny earned her Bachelor of Arts in Psychology from the University of Colorado Denver.

Personal Pursuits

From tending to her own garden, hosting family and friends, crafting delicious meals in the kitchen to exploring remarkable restaurants in Portland and beyond, Jenny is constantly seeking culinary inspiration. In addition to her culinary pursuits, she finds solace in yoga and meditation, finding balance and serenity in these practices. Her creative spirit knows no bounds, as she channels her artistic energy into knitting, sewing, and even handcrafting gemstone prayer malas upon special request. Embracing the PNW area, Jenny finds joy in engaging in activities like walking, hiking, and cycling, connecting with nature's beauty and staying active. 

Community Impact

Jenny is involved with the Oregon Food Bank, contributing to the cause of addressing food insecurity in her local community. In addition, Jenny plays a vital role in a close-knit group of neighbors who extend their care and assistance to a houseless neighbor.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Mission Wealth Impact

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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