Jonathan began his career in finance as a consultant to business owners of independent wealth management firms across the country. In this role, he gained tremendous insight into the variety of business models, organizational structures, and management decisions comprising the landscape of financial advice. Through this lens, he formed a clear vision for what is necessary to deliver unbiased, client centric financial advice.
Following his consulting role, he transitioned into client facing roles at two leading Registered Investment Advisory firms in Seattle and Austin before starting his own firm Seven Cedars Wealth Management. He built Seven Cedars as a solo entrepreneur from scratch into a growing, competitive business.
After re-connecting with Eric and discussing our common vision and approach to wealth management, Jonathan decided to merge with BKA Wealth.
Personally, Jonathan has lived around the country and maintains a close cultural connection with Oklahoma City, Seattle, and Austin, Texas. While living in the Pacific Northwest, he developed a passion for backpacking and exploring our nation’s state and national parks. When closer to home he spends time with his wife, Sydney and his two children, Connor and Emmeline, along with his rescue pup, Bailey.