As a Wealth Management Support Associate, Jonathan works closely with the wealth management team to support the financial planning process and ongoing client service. His responsibilities include helping prepare comprehensive financial plans, supporting account rebalancing, conducting financial and investment research, and organizing and reviewing client financial information.
Jonathan graduated from Houghton University with a degree in Business Administration and will complete a Certified Financial Planning minor in December 2026, giving him a strong academic foundation in business and comprehensive financial planning. He continues to build on that foundation through hands-on experience supporting the firm's planning, investment, and client service activities.
A former NCAA collegiate basketball athlete, Jonathan brings the discipline, teamwork, accountability, and attention to detail developed through collegiate athletics to his professional career. He is committed to continuing to learn and grow within the wealth management industry while contributing to the high level of service Apex Wealth Management Group provides to the individuals, families, and businesses it serves. Jonathan has passed the SIE exam and holds a life and health insurance license. He is currently working towards obtaining the CFP (Certified Financial Planner) designation.