Our Qualifications

EXPERIENCE:

  • We began our partnership in 2014 and have a combined 20+ years' experience in financial services.
  • We work with people like you – individuals, families and business owners. Helping you find solutions for your financial needs is our #1 goal.
  • We will work together to develop your financial plan. You decide what is most important. We help you implement and monitor the plan to help you stay on track.

EDUCATION & CREDENTIALS

  • Jonathan completed his CERITIFIED FINANCIAL PLANNER™ certification in 2018 and has a BA from Cal State University Fresno
  • Chris has his MBA from the Darden Graduate School of Business Administration at The University of Virginia, and his BA in Economics, Psychology & Political Science from Rice University
  • FINRA Series 7 & 66 securities registrations
  • CA Insurance Licenses 0I64150 & 0J04977
  • Jonathan is a member of the Financial Planning Association of Central California
  • Members of the National Association of Insurance and Financial Advisors (NAIFA)

INTERESTS:

  • Jonathan serves as the Past President of Fresno Sunset Rotary and the Event Coordinator for the Central California Society of Human Resource Managers (CCSHRM).
  • In Jonathan's spare time he enjoys spending time with his family, training Brazilian jiu-jitsu, and playing golf
  • Chris serves as the Mentor Coordinator for the Laval Entrepreneur Mentor Program (EMP) at Cal State University Fresno, and as the two-year old classroom leader at The Well Community Church
  • Chris has also served as Adjunct Faculty, Business Division, Fresno City College