Jonathan Doshier
Principal, Wealth Advisor
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Areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning
Qualifications & Experience
- 17+ years of wealth management experience
- BBA in Entrepreneurship and Strategic Management, University of North Texas
Dallas, TX
Media
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Words to Live By
If you can dream it, then you can achieve it. You will get all you want in life if you help enough other people get what they want.
Zig Ziglar
Client Experience Professionals
Team Members
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About
Jonathan has nearly two decades of experience in delivering comprehensive financial plans and customized investment strategies to clients.
Prior to joining Farther in 2023, Jonathan was Vice President at Goldman Sachs Personal Financial Management – where he managed complex retirement and financial planning strategies for business owners and Fortune 500 employees.
Jonathan and his wife are based in Dallas with their two children. He loves spending time with his family, vacationing in Colorado, and coaching sports for his children. Jonathan volunteers for several local charities, including Habitat for Humanity, Special Olympics Texas, Junior Achievement, North Texas Charities, and The Hills Church in Southlake, TX.