Jonathan has over 21 years’ experience in the financial service industry guiding his clients in making educated decisions, while collaboratively developing a proactive and tax efficient approach to their finances. He assists clients in determining their personal goals and better comprehending all the opportunities available to them. He then develops realistic strategies for attaining them. He believes his clients should protect their hard-earned retirement assets while also employing effective strategies to grow what assets they do have in order to sustain a long and comfortable retirement. His ultimate goal is to allow his clients the opportunity to realize their life-long goals and achieve financial security.
Jonathan grew up in Michigan and graduated from Albion College, he played Offensive Line on their 1994 NCAA Division III National Championship winning Team. Go Britons!! He graduated in 1996 with a Bachelor’s Degree in Economics and Finance.
He holds several Securities Licenses, Series 7, 9, 10, 24, 52, 63, and 65 as well as Health and Life Insurance Licenses.
Jonathan earned the AIF® designation in 2015. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology. The AIF® designation is awarded to financial advisors that meet rigorous education and experience requirements.
Jonathan moved to Utah in 2004 currently makes his home in South Jordan, UT. He married his wife Dara in 2005 and together they are raising 3 beautiful daughters. His passions include Golf, Travelling and cheering on his beloved University of Michigan Wolverines. Go Blue!