Biography
A member of Accredited’s Wealth Management group, Jonathan is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited Investors, Jonathan was an advisor for a global financial services firm.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Wisconsin, Madison – B.B.A. in Finance, Investment and Banking
• Certified Financial Planner™
How do you spend your life wisely?
To me spending your life wisely means living with intention to bring curiosity, insight, and purpose to the forefront of my thoughts and actions. Devoting daily space to grow awareness of these aspects has been instrumental in expanding this clarity in my life, allowing me to define my priorities and align my actions along those lines. Furthermore, focusing our attention on how we can improve our individual and collective well-being is what spending your life wisely means to me.
“Do not dwell in the past, do not dream of the future, concentrate the mind on the present moment”
Buddha
