Jonathan brings over a decade over wealth management and advisory experience to the team. His focus has been in the West Michigan area, which is where he has lived for most of his life.
Jonathan’s vision for a client experience is to provide clients with an advisor and partner that is always available to help alleviate the stress and uncertainty that often comes with financial planning.
He works tirelessly to help clients make the decisions they need to pursue their best retirement lifestyle. From hosting regular follow-up meetings with clients to creating easy-to-understand retirement plans, Jonathan’s primary focus is to give clients the confidence that their goals are addressed. Few things make Jonathan as happy as seeing his clients breathe a sigh of relief after meeting with him and understanding their strategy.
Jonathan passed the Series 7 and 66 exams, held with LPL Financial, and holds life and health insurance licenses. He earned his Bachelor of Science in business administration and finance from Grand Valley State University.
In his free time, Jonathan enjoys spending time with his wife and two daughters doing anything outdoors. He loves to go boating and kayaking and playing a round or two of golf. In the wintertime, he goes snowboarding as often as possible.