Jonathan is a Wealth Management Associate who enjoys building lasting client relationships and helping individuals and families with holistic financial planning. His investment background helps him guide clients in developing portfolios that align with their goals, values, and long-term vision.
A lifelong resident of the Iowa City area, Jonathan grew up locally and completed his education in the area. He is a graduate of the University of Iowa.
Outside of work, Jonathan’s greatest commitments are to his family and church. He especially enjoys spending quality time with his wife and daughter. He also enjoys serving at his church, playing card and board games, and building LEGO sets.