Senior Financial Advisor
CPA, CFP®, CMT
Senior Financial Advisor
CPA, CFP®, CMT
Jonathan is a Senior Financial Advisor at Blue Chip Partners.
Jonathan is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Market Technician® (CMT®) designation.
Prior to joining Blue Chip Partners in 2017, Jonathan began his career managing his family’s business. He went on to work in public accounting with a detailed focus on tax planning for individuals, corporations, partnerships, and estates.
Jonathan graduated with a Bachelor of Science degree from Eastern Michigan University and a Master of Accountancy from Walsh College.
Jonathan is a scratch golfer and an avid Detroit sports fan who enjoys traveling and spending time with his family.
Teleportation. No waiting to get anywhere. Ability to spend more time at all of the places you want to be, instead of the travel time.
Summer. Appreciate those beautiful days because we know they aren’t around all year. Nice weather would be boring if you lived in it all the time.
Mesozoic Era. It’d be cool to see live dinosaurs.
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
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