With over 18 years of experience advising high-net-worth and ultra-high-net-worth families, Jonathan brings a thoughtful, highly personalized approach to financial planning. He believes every family’s financial life is unique and deserves careful attention, especially during periods of change. Jonathan’s work is grounded in building long-term, trusted relationships and providing clients with confidence that their legacy is protected through every stage of life.
Before joining Farther, Jonathan spent his career at UBS Private Wealth Management, Personal Capital, and Empower, where he specialized in serving corporate executives, entrepreneurs, and their families. Jonathan holds a Bachelor of Economics from the University of Kansas, a foundation that supports his expertise in tax-efficient investment management, sophisticated estate planning, concentrated stock and liquidity event strategies, and multi-generational wealth transfer. He focuses on delivering forward-thinking solutions that help clients make informed decisions while reducing complexity.
Jonathan lives in the Denver, Colorado area with his wife, their two young children, and an Olde English Bulldog. Outside of work, he enjoys traveling, spending time outdoors with his family, watersports, snowboarding, and collecting classic cars.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
