Jonathan was born in Wisconsin where most of his family resides. He went to high school in Las Vegas, so he understands that life isn’t always about the gamble but making strategic and informative decisions executes a healthy financial routine. After graduating from Durango High School Jonathan moved on to the United States Navy where he was a Jet Engine Mechanic for SH60-B Helicopters, which consist of Search and Rescue, Reconnaissance missions and Anti-Sub support to the Pacific Fleet. After serving 4 years serving Jonathan attended Pepperdine University where he studied Finance and History. Jonathan then continued his educational path and attended the University of San Diego where he obtained degrees in Accounting and Supply Chain Management in 2005. After graduation, Jonathan continued working in the Tax, Audit & Mergers Acquisitions Accounting for local firms in San Diego and in Las Vegas.
Jonathan started his journey specializing in financial education and financial wellness in 2011. Through his time in the financial sector Jonathan found his tax and accounting background laid a path to helping others understand tax strategies and financial strategies that assist his clients with maximizing their planning potential and keeping as much money as possible in their own pockets.
By teaming up with his client’s advisors including CPA, Attorney and other reliable resources Jonathan quarterbacks a plan of action to form a strong team relationship that enables diligence and making sure every client’s financial strategy is as organized, synchronized and operate with persistent attainment.
Jonathan specializes in working with Physicians, CPAs, Attorney’s and Executives of businesses. Jonathan primary focus is on tax efficiencies that enable one to strengthen their overall financial system in place helping clients stay organized, obtain a sense of Security and World Class Savers.
Since 2017, Jonathan is the exclusive Financial Wellness Advisor to the Los Angeles County Medical Association, which has over 7,000 physicians in the surrounding Los Angeles community of Medical Professionals and in 2019 partnered with The Central Coast Medical Association.
At WestPac Wealth Partners we strive on organization, education and the ability to perform strategic financial strategies to those in need of a higher standard of planning. We strive to perform above and beyond industry standard for all our clients.
Congratulations to our WestPac Wealth Partners team for being recognized in Fortune Magazine's recent list of the “100 Best Medium Workplaces.” Your commitment to clients, diversity, and drive to always do the right thing has been recognized. Every day you make this a great place to work!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0H73984 | 2021-127222 Exp. 10/23 Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.