Jonathan has been active in the financial services industry since 2000. His experience includes time with Merrill Lynch, Russell Investments, and Sparks Financial. He believes that the process of working closely with people to help align their values with their financial decisions is both challenging and rewarding
Jonathan earned his MBA from the University of Denver, and his CIMA designation in 2004. A believer in life-long learning, his natural curiosity fits well with the work of thinking through questions with clients to help them make good decisions as they navigate life’s twists and turns. Having spent decades in the financial services industry, Jonathan understands that integrity and a truly client-focused approach are non-negotiable. Jonathan helps clients develop, implement, and monitor strategies focused on achieving lasting financial success. Whether navigating market shifts or life transitions, Jonathan remains committed to providing clarity, coordination, and long-term confidence.
Born and raised in Golden, Jonathan and his wife Maile live in Washington Park with their four kids and a dog. Together, they enjoy travel, skiing, hiking, and exploring Colorado and beyond. Jonathan is involved with youth soccer, and their church.