Jonathan joins Maridea as a Client Service Associate, ensuring a seamless experience for clients, working with them to follow through on the tasks that bring their tax-smart financial plan to life.

He recently pivoted to pursue a career in financial services, bringing a unique perspective to the team as a business owner, real estate investor, and chef, along with extensive travel experience in Australia, the western U.S., and Canada.

Jonathan holds dual B.A. degrees in Finance and Marketing from the Barrett Honors College at Arizona State University (Summa Cum Laude) and graduated from the Arizona Culinary Institute.

He lives in Phoenix, Arizona with his wife and four children and enjoys spending time with family, reading, learning, and playing and watching sports.