41000 Woodward Ave Ste 250 East
Bloomfield Hills, MI 48304
I have been blessed to have great values instilled upon me by my father and grandfather. I learned the importance of hard work and to strive for excellence in all that I do, both personally and professionally.
One of my greatest honors is to work with families that my grandfather and father worked with, and fulfill the promises made generations ago. I never got to meet my grandfather, but his legacy and values instilled in our family influences many of my decisions today.
I am happily married to my wife, Meloney, and we have two great kids. With my free time I like to play golf, travel and dedicate time to our local church.
Academically, I received a Bachelor’s degree from DePauw University and a Master of Science in Financial Planning from The American College. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold the Certified Private Wealth Advisor® designation. CA Insurance License#: 4014515, State of Domicile: MI
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Jonathan’s Licenses and Disclosures