Jonathan is a Principal and Senior Financial Advisor. Get to know Jonathan.

At SYM

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.

Credentials

Bachelor of Arts in Business Administration Cum Laude – William Tyndale College, Farmington Hills, MI

CERTIFIED FINANCIAL PLANNER™

Community

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.

Personal Pursuits

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.

Favorite Book

“The Millionaire Next Door” by Thomas J. Stanley and William D. Danko and “Rich Dad/Poor Dad” by Robert T. Kiyosaki