Certified Financial Planner®
“As a young man during the Depression, my grandfather began a 50-year career as a small-town banker. Because those were lean years, with every purchase carefully considered, he remembered the price of everything. But more importantly, he also remembered the value of thrift and discipline. Those were lessons he passed on to my father, and through him to me. Those values are a solid foundation upon which to build investment strategies.”
Jonathan earned his undergraduate degree in Economics, with concentrations in Finance and Accounting, from St. Olaf College in Northfield, Minnesota. He accepted a position as an analyst with a private wealth management firm, eventually rising to become Chief Investment Officer. As CIO, he was responsible for designing and managing investment portfolios for clients with combined assets in excess of $850 million. He has also obtained his Certified Financial Planner designation and is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.