"Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act"
Jonathan works with GMW’s clients to gather financial and investment information, analyze tax returns, and create client deliverables. He also provides assistance on a wide range of tasks, including operations and compliance.
Jonathan joined Gold Medal Waters full time in 2018, after spending two years as a college intern from the University of Colorado Boulder. He brings experience in accounting and tax preparation and holds both the Series 65 Registration and Financial Paraplanner Qualified Professional™ designation. He passed the CERTIFIED FINANCIAL PLANNER™ exam, allowing him to formulate recommendations and provide advice.
Jonathan is passionate about helping our clients achieve their most meaningful outcomes while feeling confident and comfortable with their financial situations. His favorite part of the job is helping clients understand where they are now and where they could go, by taking numerical information and turning it into an actionable plan.
Jonathan lives in Gunbarrel with his dog Po and spends his free time hiking, snowboarding, reading, and traveling.