As Managing Partner and Private Wealth Advisor, Jonathan helps our clients who he describes as, “the world's most outstanding humans,” build personalized financial plans that elevate them to live authentically and win financially. He helps them identify their financial security needs and then focuses on proven strategies that help them make their goals a reality. His mission is to make a positive impact on everyone he interacts with, and he strives to do things better than they've ever been done before.
Jonathan began his career in finance with a Fortune 500 company in 2011 and in 2022 he was ranked one of Forbes Best in State Top Financial Security professionals. He was later elevated to lead the firm’s private client group in southern California before evolving into the independent fiduciary role. He is a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Consultant® has earned his bachelor's degree in business administration - finance with California State University San Marcos and has worked with leading financial minds over the last decade.
Jonathan originally from Los Angeles and growing up in the Pacific Northwest, he loves spending time outdoors and some of his favorite activities are visiting parks with his wife and his two children, spending the day at the beach with his family, motorcycling and surfing. He's also involved with Project Mercy Baja, a 501-C (3) charitable organization that builds solid and secure houses and improves the quality of life for impoverished families in Mexico.