Jonathan began his career early by engaging with Northwestern Mutual's highly respected internship program in 2005 while studying Business Administration in the Marshall School of Business at the University of Southern California. Having built a deep respect for the company over his two years in the internship, Jonathan knew that he would always at least be a client of the company. Upon graduating from USC in 2008, he decided to explore other opportunities in the entertainment industry given the distressed environment the financial industry occupied. In 2016, having witnessed the dexterity and strength Northwestern Mutual maintained throughout that tumultuous period, Jonathan reached out to his prior mentors to focus on building a full-time practice dedicated to the growth of his clients.
After growing a successful practice in Los Angeles for 5 years, he developed a new focus in Saint Louis, Missouri to provide an elevated level of service and value to his clients. Jonathan specializes in providing strategic, comprehensive advice to help successful attorneys, physicians, business owners, entertainment professionals, and millennials meet their financial goals. He also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.
With his professional staff, Jonathan will help you select and secure the most appropriate choices from the wide array of products and services available through Northwestern Mutual. Jonathan holds the Series 6, 63 and 7 securities registrations.
RICP® – Retirement Income Certified Professional® – A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
CLTC® – Certification for Long-Term Care – Educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.
