Your Team

Andrew Jensen, LUTCF®

Financial Planner / Founder

Phone (774) 345-4205

Andrew Jensen is a Financial Planner that has been in the industry since 2008.  As a Financial Planner, Andrew's main goal is to look at your entire picture and help you make well-informed decisions to create a long term strategy that is focused, flexible and works for you, your family and legacy.

Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients and professional alliances.  He has access to a team of  Attorney's, CPA's, CFP's, and investment and insurance products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Andrew volunteers as a Board Member for the Oriol Foundation, he also serves as a Board Member for the Wachusett Area Chamber of  Commerce, and committee member for the Economic Development Committee for the town of Holden.
Andrew is happily married to his lovely wife and has 2 children.  Away from business he enjoys fishing, the family chickens, basketball, volunteering and spending time with his family and friends. 

Jessica Taylor

Associate Partner

Phone (801) 824-0452

Jessica Taylor started her career 2020.  She lives in Utah with her husband and 4 children.  She prides herself on educating and building strong relationships with her clients that last generations.    

She's an active member of the Payson/Santaquin Chamber of Commerce, the Utah Arabian Horse Club and strives to be a valuable resource for her community.  

Apart from business she enjoys her Arabian horses, chickens and 2 dogs.


Andrew Jensen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CT, FL, MA, NH, SC, and UT. No insurance business may be conducted outside the states referenced.

Andrew Jensen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1174 Main St Ste 203, Holden, MA, 01520, 774-345-4205. In this regard, this communication is strictly intended for individuals residing in the states of CT, MA, RI, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Andrew Jensen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CT, MA, RI, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

CARDINAL FINANCIAL GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither CARDINAL FINANCIAL GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​