Jonathan is deeply passionate about providing people with good advice, no matter how complex or mundane the situation. As a Certified Financial Planner and a second-generation investment professional, Jonathan uses his broad knowledge of investing, the global economy and behavioral science to create timely and appropriate financial solutions for those he serves.
Jonathan earned his Bachelor’s Degree in Business & Economics from Wheaton College in 2004, and joined LCM in 2005. He and his lovely wife Heidi have been married since 2007 and have two adorable daughters, Kjirsten and Else.
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