As an experienced wealth manager with over 18 years of experience, Jonathan strives to develop solutions custom tailored to each of his client’s unique needs. By incorporating financial planning, investment planning, risk management and estate planning in his solutions, he is able provide comprehensive financial advice and exceptional value to his clients. He works closely with them to define their long-term goals and he collaborates with the client’s other advisors to ensure that the entire wealth management team works together to help the client achieve their goals. While he works with a wide variety of clients, he specializes in working with people who have recently come into a significant amount of money through an inheritance, the sale of a business, a recent divorce or the recent loss of a spouse. He helps his clients define what this newfound wealth means and develops a comprehensive plan to ensure that their assets remain safe but can grow prudently. While he is passionate about educating his clients about important technical issues, Jonathan is able to communicate in a down to earth manner so that his clients can make better decisions. Jonathan is a Principal and Investment Consultant at SilverOak Wealth Management LLC. He has a unique background because he worked for 15 years as both an analyst and portfolio manager with several national financial services organizations. He has spent many years assisting both individuals and major financial institutions in building and implementing effective portfolio strategies. His depth of knowledge of the financial markets and the financial planning process allows him to provide his clients comprehensive solutions that are sound and time-tested and enables them to fulfill their financial objectives. In addition to working with individuals, Jonathan also works closely with small businesses in establishing, monitoring and optimizing their 401(k) plans. He works hands-on with business owners and other plan trustees to ensure that they remain in compliance with ERISA laws and that they fulfill their fiduciary duties. He meets with plan participants to promote more effective participation in the 401(k) plan and to help educate them so that they can make better investment decisions.