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Biography

Johnathon is a Senior Associate in the Scottsdale, AZ office. He is a member of the Scottsdale practice, providing comprehensive financial planning and investment management to his clients.

Prior to joining Cerity Partners, Johnathon was a hybrid advisor and operations associate at Canopy Wealth Management. He did a little of everything from account openings to trading. He found his passion for being an advisor through working with clients to help build their own personal financial plans.

In his spare time, Johnathon enjoys spending time with his wife, Julia, and two dogs, Bruce and Henry. He loves to travel and will talk to anyone about their favorite sports teams. He loves playing softball, pickleball and golf.

Learn more about my practice.

Education

  • B.S. in Finance from Arizona State University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.