Jonathan is your main point of contact, focusing on your entire financial picture and responsible for having the most complete understanding of your overall objectives and needs. If you have questions, your Relationship Manager will either have the answers or know where to find them, working closely with other members of your client services team.
Jonathan provides individuals and families with comprehensive wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner. Prior to his career in wealth administration, Jonathan worked in private practice as an estate planning, tax, and administration attorney. He is admitted to practice law in Colorado and the United States Tax Court. Jonathan’s professional associations include membership in the Monroe County Bar Association and The Washtenaw Estate Planning Council. Jonathan received his undergraduate degree from Rice University, his Juris Doctor from the University of New Mexico, and his LL.M. in Taxation from the University of Denver.