Jonathan, from Beaverton, Oregon, earned his Accounting degree from Portland State after serving a mission in Buenos Aires, Argentina. Now in Boise, Idaho with his wife Krista and their five children, he has over 20 years of experience as an accountant, insurance agent, and fiduciary financial advisor. He focuses on helping retirees protect and preserve their assets.

He educates and guides clients in retirement planning. Areas of focus include Medicare, Financial Security, Long-Term Care, Life Insurance, and Estate Planning—providing safe, informed solutions to protect assets and ensure peace of mind.