Jonathan has been an investment advisor for the past decade and successfully merged his practice with ACA in 2018. He graduated from University of the Pacific with a degree in business and a concentration in finance. His expertise ranges from investment management, workplace retirement programs, estate and insurance planning. His clients benefit from his experience to consistently develop creative strategies for complex financial matters. Outside of Affinity, Jonathan can be found doing DIY projects around the house, snowboarding and mountain biking. He is also an avid traveler, and whenever possible he and his wife go explore new cultures, food and places.