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Get the help you need in your financial future. More than just a plan, you need a guide.

"My passion goes far beyond strategy and numbers, I want more than anything to help people find the peace available in their finances and hope in their future!"
- Linda Rose Jensen

- The Scary truth -

If you are approaching retirement or already in retirement, there are some major concerns that the majority of my clients face.

Not having a written plan
Taking too much risk
Not knowing when to draw Social Security Benefits
The next market correction and potential losses
Who to call if a partner dies or is incapacitated
Not understanding how long their savings will last in retirement
How much income to take from retirement accounts
Overcome These Concerns!
Schedule a Call with Linda

How I help You

My passion to help people with their finances comes from the fact that I grew up really poor. When I was a little girl my dad worked for the Campbell soup company in Philadelphia, and would bring dented cans of soup home for us to eat... My parents were always in debt, and always fighting about their finances.

There were so many money problems and I really got to see that close up. I never want to see anyone go through the financial stress I saw my family live through. My passion comes from wanting to help people. when I started my business, I always said a very simple prayer, “God please send me people I can help.”

Heart Financial Group Services

  • Retirement Income Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Safe Money Strategies
  • Volatility Protection Strategies
  • Roth Conversions Strategies
  • Optimizing Investment Strategies
  • Maximizing Social Security
  • Managing Investment Risk
  • Reviewing Life Insurance Coverage
  • Optimize Assets Planning
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Linda Rose Jensen

CFF, CLU, ChFC, LUTCF, CLTC, CSA, CFEd, Certified Financial Fiduciary, Financial Services & Insurance Professional, Certified Financial Educator, SOFA Financial Literacy Instructor

Linda Jensen is the principal and owner of Heart Financial Group. Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials Chartered Financial Consultant and Chartered and Chartered Life Underwriter. Linda is a Certified Financial Fiduciary. She has been in practice as a financial services and insurance professional since that time. Linda started her own practice in 1997.

"I have been helping people with their finances for nearly three decades, and along with my passion to teach, is my passion and drive to learn! I've taken 33 exams over the course of my career, because I believe the more I know, the more I can help somebody, and that is really what it's all about."
-Linda Rose Jensen

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Heart Financial Group Team

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Linda Jensen

Certified Financial Fiduciary,
Financial Services & Insurance Professional,
Certified Financial Educator,
SOFA Financial Literacy Instructor

Linda Jensen has been licensed in the financial services since 1994. She is committed to the highest standard of integrity.  Linda is a Certified Financial Fiduciary, Chartered Financial Consultant and Chartered Life Underwriter. She has conducted educational financial seminars for the past 25 years on a variety of subjects to the public as well as business owners. Linda is a holistic fiduciary financial planner who always has her client’s best interests are heart. She enjoys educating her clients about all aspects of planning. The overall strategy is to provide options so that her clients can make informed decisions based on facts. She is passionate about helping her clients achieve their goals and dreams.

Linda married her college sweetheart. They are proud to live in the Pacific Northwest. They have two children and five grandchildren. Linda is a life-long learner who enjoys hiking, reading, cooking and sewing.

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James Jurica


James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Heartland Financial Group nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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Darlena Daves

Customer Service

Dar is a customer service superstar.  She loves getting to know our clients.  She is the go-to person for anything and everything our clients need.  Dar is diligent to handle every request as efficiently as possible.  She communicates with our clients on a consistent basis and provides updates for every area of the practice.  She takes pride in the work that she performs.  We are pleased to have Dar on our team in her role as the office manager.  Heart Financial Group is here to serve our clients.  Please give Dar a call if there is anything you need.

Dar began her financial career at Edward Jones as a Branch Office Administrator in Aberdeen, WA.  She ran the branch and handled all of the aspects of its operation.

Dar has 3 grown sons, a 15-year-old stepson, and a lovable husband that she loves to spend time with. When she’s able to, she enjoys reading, writing, and traveling. And for fun, she likes to do manicures with Color Street.

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Hayley Stark

Techical Expert

Hayley is our millennial IT expert.  She excels at everything technology and is an asset for the practice in a variety of areas.

Hayley Stark is a devoted mother of two children, Sam (8) and Olivia (7) and pet parent to her 8-year-old chocolate lab, Ladybird. Hayley graduated from Martinsburg College with a background in Bookkeeping and Financial Fundamentals, along with certifications in Google IT Fundamentals and Leadership training. In her spare time, she loves horseback riding, coaching youth sports and going on family vacations. She enjoys camping, fishing and kayaking with her kids and pup. Her favorite things in life are coffee, prosecco and Italian cuisine.

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CPA Due Diligence

Victor Mojica

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The Rushmore Group

Bob Larsen

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Wealth Watch

James Jurica

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Broker’s Choice

Tyrone Clark

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Settlement Masters

Bob Larsen

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Financial Strategies Network

Gary Schulte

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Heartland Business Services

Aaron Ness

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National Network of CPAs

National Network of CPA's

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My independence creates choices and great flexibility in partners

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