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Principal
Houston
Client Advisory
Jonathan is a Principal based in the Houston office and a member of the firm’s Wealth Management practice. As a financial adviser, he is committed to helping clients develop holistic financial plans to achieve personal and financial objectives.
Prior to joining Cerity Partners, Jonathan was a Wealth Advisor at Investec Wealth Strategies. Previously, Jonathan worked as an advisor at Asset Management Advisors and Vestis Advisors.
Q:
What inspired you to pursue your career in financial management?
I fell in to a broker/dealer sales role at age 22 and grew into the wealth management space. Overall, my family is a large part of my inspiration as I've always found myself wanting to teach, guide and council others.
Why is your work important, especially today?
It's as important today as it was 50 years ago. The world has always been crazy, it's just now we have a front row seat. Financial stewardship is an important element of our overall wellness, and always will be.
What do you do in your personal life that helps you help your clients?
I'm humbled by my kids daily, which leads to more empathy with clients.
How would you describe your best day doing what you do?
Engaging with clients to truly understand their problems and collaborating with them to find solutions.
What does the world need now more than anything?
Patience, honesty and kindness.
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