Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning and helps clients include charitable gifting strategies into their overall planning. Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. He is honored to be a fiduciary to his clients; it is a responsibility that he takes seriously.
Bachelor of Arts in Business Administration Cum Laude – William Tyndale College, Farmington Hills, MI
CERTIFIED FINANCIAL PLANNER™
Member, Economic Club of Michiana
2017 Graduate, Kosciusko Leadership Academy
Attends Granger Community Church
Jonathan’s Words to Live By
Save early, save often and leave people better than you found them.
Jonathan treasures family time in Northern Michigan and Wisconsin. He also enjoys mountain biking off-road, golf and attending the many activities in which his three children are involved.
“The Millionaire Next Door” by Thomas J. Stanley and William D. Danko and “Rich Dad/Poor Dad” by Robert T. Kiyosaki