20250 Harper Avenue
Harper Woods, MI 48225
Check the background of this investment professional on FINRA’s BrokerCheck.
Jonathan joined his father’s team in 2020.
With his analytical mind and a background in complex construction projects, Jonathan brings problem-solving, structure and attention to detail to his role of Operations Manager.
When he’s not working, Jonathan can be found spending quality time with his wife and two young children. He is also a sports enthusiast, participating in activities such as football, basketball, tennis, hockey and volleyball. He also enjoys engaging in lively debates on controversial topics.
Jonathan is passionate about supporting his father’s dedication to spreading financial literacy and helping surgeons make informed financial decisions through advanced wealth management.