Collectively, We’ve Spent 70+ Years Working With Central Iowa’s Communities
Each member of our modern wealth management firm is dedicated to upholding one singular mission statement.
Matthew A. Juffer CPA, JD, CFP, PFS
Partner
Serving in the financial space since 1992, Matthew Juffer brings nearly three decades of industry experience toward helping corporate executives, affluent individuals, businesses and corporations. Working as a public accountant has allowed Matthew the opportunity to work extensively in all areas of taxation and financial planning. As a partner at HJN Advisors, Matthew finds that this comprehensive experience allows him to bring a much-valued perspective toward advising his clients.
Matthew graduated from Iowa State University in 1989 with a bachelor’s degree in accounting before continuing on to earn his Juris doctorate from Drake Law School in 1993.
Professionally, Matt is a member of the American Institute of Certified Public Accountants, the Iowa Society of Certified Public Accountants, and the Iowa Bar.
He is currently serving on the Greater Des Moines Community Foundation Professionals Advisory Committee, the United Way of Central Iowa’s Advisory Counsel, and the board of Urban Dreams.
*Matt does not provide legal advice.
Jeff Bratz, CFP®
Partner
“I believe that a plan must include all areas of your financial life. Most plans don’t take into consideration cash flow, tax implications, investment strategies and risk management techniques. At HJN Advisors, we look at the big picture—the financial ecosystem—and have the experience and knowledge to help you coordinate and monitor all of these areas.” - Jeff Bratz, CFP®
Jeff Bratz takes great pride in collaborating one-on-one with his clients as he works to integrate all of their major financial goals into a living, breathing financial plan.
He’s a dedicated CERTIFIED FINANCIAL PLANNING™ professional who brings a methodical approach to financial planning, investment planning and retirement planning. Through years of hard-earned experience in the business, insurance, financial planning and investment management spaces, Jeff has developed a rigorous, holistic perspective he uses to bring value to his clients’ financial lives.
Jeff received his Master’s degree in financial planning from Kansas State University and has served on the Kansas State University Financial Planning Advisory Board, as well as taught at the Junior College and four year institutions.
Jeff is also a Registered Representative of Ausdal Financial Partners, Inc. (Member FINRA/SIPC), a registered broker-dealer, and is separately licensed for life insurance products.
Jeff currently lives in West Des Moines with his wife, Carmen, and their teenage sons.
Kyndi Jensen
Chief Compliance Officer / Operations Manager
Kyndi Jensen
Chief Compliance Officer/ Operations Manager
P: 515.245.3842
Email: kjensen@hjnadvisors.com
In her position as Operations Manager, Kyndi Jensen utilizes her extensive background in the banking and finance industry and exudes a passion for assisting clients with their financial objectives. She believes that in order to bring value to our clients, we must first develop a solid, profound relationship built on integrity and trust.
Before joining HJN Advisors in 2008, Kyndi accumulated a mosaic of financial experience working for First American Bank in Ames, Principal Financial Group’s Pension Services Department and Roshek Financial Services.
Kyndi earned her degree in family resource management and consumer science from Iowa State University. She is licensed in FINRA Series 6, Series 7 and Series 63 and Iowa Insurance License - Life & Health.
Kyndi currently resides in Urbandale, Iowa with her husband, Geoff, and their four children.
Jonathan Rector, CPA, PFS
Financial Advisor
Jonathan Rector
CPA, Financial Advisor
Jonathan has been a public accountant since 2009 and enjoys assisting clients put together a tax efficient and sound financial plan for their current and future objectives. He works with investment partnerships, trusts, privately held businesses, and individuals to provide a tax expertise in complicated and complex tax planning.
Jonathan graduated from Drake University in 2009 with a bachelor's degree in Accounting and Finance as a double major.
Professionally, Jonathan is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.
Jonathan currently lives in West Des Moines with his wife, Emily and two young daughters. He enjoys a good dad joke and playing the occasional round of golf.
