Johnathan serves as a Wealth Advisor at Woodlands Wealth Builders, where he works closely with individuals and families to develop personalized financial strategies designed to support long-term goals. He is committed to helping clients navigate important financial decisions with clarity, discipline, and confidence.
He holds both a Bachelor of Science in Finance and Financial Planning along with a Master's degree in Finance from Colorado State University. His academic background, combined with hands-on experience in wealth management, allows him to approach planning with both structure and practicality.
Licenses held through LPL Financial
Series 7 General Securities Registered Representative
Series 66 NASAA Uniform Combined State Law