For over 25 years, Jonathan has started with a simple question – How can I help?
Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. With a commitment toward immersive research, continued education, and client service, Jonathan has grown a loyal and committed clientele of family-based, multi-generational relationships.
In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. A creative at heart, Jonathan is always drumming up new ideas and seeking solutions to give his team and clients the greatest probability of sustainable success.
Prior to founding SAM in 2007, Jonathan served over 13 years at American Express Financial Advisors where he was recognized by the Chairman Advisory Council as one of the youngest top 10 advisors at the company. Throughout his tenure at American Express, Jonathan held a true fiduciary mindset, building financial plans and investment portfolios for institutions and individuals while maintaining his deep-seated commitment to serving their best interests.
Jonathan holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Divorce Financial Analyst (CDFA®) designations. He also holds a Certificate in Applied Behavioral Finance from the Investments & Wealth Institute and participated in a Private Wealth Management Program at The Wharton School in conjunction with the Institute for Private Investors.
A graduate of the class of 1992, Jonathan is a proud multi-generational alumnus of the University of Michigan.
Outside the office, he spends most of his time reading and learning, or connecting with nature through a round of golf, skiing, playing tennis, or taking the dogs for a walk on the beach.
What has driven you to your current career path?
Being born in Ann Arbor, Michigan, maize and blue bleed from my veins. Reflecting on my own journey, having graduated in 1992 with a degree in business, communications, and psychology, I realize these remain the core attributes of my practice today in helping others on their journey towards financial freedom, peace of mind, and a lifetime of abundance and adventure.