Jonathan’s extensive knowledge in financial planning—retirement, estate, education and asset allocation—complements Jim’s experience to ensure that our group provides comprehensive financial planning services to every one of our clients. Formerly, Jonathan worked as an advertising consultant for an internet company where he focused on business development and designing solutions for companies. Jonathan has studied advanced economics and received his B.S. in Business Administration from The Eller College of Management at the University of Arizona and a Certified Financial Planner™ professional.