Jenny Lamson
Senior Client Service Representative
Based in Portland, Jenny provides experienced support for account opening, maintenance, and client requests, helping advisory teams stay responsive and organized.
Ways to Connect
Jenny Lamson is a Senior Client Service Representative at Mission Wealth in Portland, Oregon, Seattle, Washington, and the 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.
Professional Background
Most recently, Jenny Lamson has worked closely with an independent financial advisor and her clients. Her role included everyday administrative tasks, communicating with clients and meeting their needs, as well as any special projects that popped up. Before 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.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor