Jonathan has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2020. His focus is on serving high net worth individuals, business owners, and corporate executives. He received his bachelor’s degree in Business Management and Psychology from Hope College in 2009, and he is a Certified Private Wealth Advisor® designee. Jonathan and his wife LJ live in Cascade with their daughter Nell and son Owen.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
