Background
Jonathan joined Cornerstone Wealth Management in 2024. Originally from Molalla and now based in Oregon City, he is completing his Bachelor’s degree in Business with a focus in Finance at Portland State University. With more than ten years of customer service experience, Jonathan transitioned into financial services to apply his skills in a more rewarding and professional setting, where he helps clients navigate their financial journeys with confidence and care. He is currently preparing for the Securities Industry Essentials (SIE) Exam, further strengthening his expertise and professional development within the financial services industry.
Role at Cornerstone
As Administrative Assistant at Cornerstone Wealth Management, Jonathan supports the team by managing client communications, processing paperwork efficiently, answering calls, and ensuring a smooth, welcoming experience for clients. His commitment to organization and responsiveness helps the firm deliver the thoughtful service clients expect.
Community & Personal
Jonathan lives in Oregon City with his wife, Haley, and their cat, Sampson. Outside of work, he enjoys the outdoors, sports, road trips, coffee, and traveling, whether exploring a new trail or planning the next adventure.
Credentials
- Pursuing a Bachelor’s degree in Business from Portland State University
- Associate degree from Clackamas Community College
- Oregon City High School graduate