Jonathan provides client service across all areas and strives to be an advocate for the success of all clients and their needs.

Born and raised in the South Side of Milwaukee, Jonathan developed a penchant for understanding the obstacles marginalized people face. With a history of cognitive disability in his family, Jonathan’s diverse experiences have fueled his passion for helping those in need. In joining Oak Wealth, Jonathan hopes to expand both financial planning and special needs resources to a more diverse range of clients

In May of 2025 Jonathan is set to graduate from the University of Wisconsin – Madison with a B.S in Personal Finance & Financial Planning, and certificates in Disability Rights & Services and Social Justice & Education. Upon graduating, Jonathan plans to begin studying for the CFP exam. In the future, he hopes to be involved in community-based advocacy work across Wisconsin.

Outside of the office Jonathan enjoys listening to music, playing the bass, watching movies, and frequently visits his hometown. He is an avid Wisconsin sports fan, and hopes to one day hold season tickets for both the Green Bay Packers and the Milwaukee Bucks.

Read Jonathan’s Biography here.