Experience and Education
Jonathan builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients. He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.
Prior to joining Mariner Wealth Advisors, he was a client specialist at American Century Investments, where he served as the initial point of contact for priority clients assisting with account research, identifying potential problems and proactively solving investment-related issues.
Jonathan has a bachelor’s degree in marketing from the University of Missouri-Columbia.
In his free time, Jonathan enjoys playing golf, listening to music and supporting the University of Missouri.