Portrait of Jenny Lamson

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

  • In-person visits
  • Video Meetings
  • Phone Meetings

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.

Jenny Lamson, Senior Client Service Representative

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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