Start at the Beginning
Each new relationship begins with lots of questions, and that is OK! Clients ultimately want someone smart, who has spent their life studying personal finance, to weigh in on decisions and look after their investments. I act as a fiduciary at all times, a coach during tough times, and a source of confidence when clients are making major financial decisions.
Being uncertain at the start of this process is normal. By the end, my goal is to help you feel confident about the financial choices you’ve made and that you are well prepared for the future. You may even see more possibilities in your life, because when we manage our money well, it should be a liberating part of our life rather than a source of stress.
I entered the investment industry because my parents invested in a fraudulent real estate deal while I was in college. It galvanized me and made me want to help people avoid the same mistakes in their own financial lives.
Nothing Stronger Than Family
I have no memory for actors and most pop culture references fly right by me. Instead, I reserve that recall for ideas and information as one of the best analytical problem solvers out there with a heart deeply loyal to family and friends.
That is why I love the personal side of this industry — the interactions and real-world decisions that families make every day. For parents, money is one of their greatest challenges, even if they have plenty of it, because each dollar can only be used once and yet we have many competing priorities. Additionally, I think one of the greatest parenting challenges is: “How do I create a life of abundance for my children, yet raise them to appreciate both the hard work and the importance of money — not for what it can buy, but for what it can help us do?”
As a financial planner and wealth manager, Jonathan provides guidance and education to friends and family. As a fiduciary, his role is to be a steward of the financial well-being of his clients and their families. As one of the co-managing partners of Forum, Jonathan collaborates with leaders across the partnership and its management team. He is an important node of our deeply interconnected partnership: bringing strategic perspective, coaching teams and their leaders, and giving voice to the diverse people and ideas across the organization.
On the personal side, Jonathan tries every day to be a thoughtful husband to Nicole and a loving father to his two daughters, Avery and Cora. All three love and appreciate that he can be a bit nerdy, too often makes bad jokes, and yet his love is unconditional and evident in every action. Jonathan previously worked for Dimensional Fund Advisors (DFA) in its financial advisor services group. He graduated from The University of Texas with a BBA in finance and a BA in Plan II Honors. He earned his MBA from The University of Chicago Booth School of Business with concentrations in finance, operations, marketing, entrepreneurship, and analytical management. He grew up in Georgetown, Texas and currently lives and works as a financial advisor in Downers Grove, Illinois.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.