Jonathan is a Financial Planning Specialist and avid member of the financial planning team dedicated to creating customized plans and providing advisory services for clients. Through a plethora of responsibilities, he works to collect and analyze client’s data and collaborate with the team of Certified Financial Planners on how to best meet the dreams and goals of every individual who walks through the door.
As our specialist in managing and advising on 401(k), and other retirement plans, Jonathan especially assists in keeping things ERISA compliant and meeting the needs of the participants. As he wears many hats, another crucial role that Jonathan plays for our team is that of the technology specialist. He helps keep the firm in line with advances of technology through continuous upgrading and analysis of the technology infrastructure at the firm to better assist and serve our clients.
Jonathan graduated from Utah State University with an emphasis in both Personal Financial Planning and Family Finance. He is currently working towards notable designations, including the CERTIFIED FINANCIAL PLANNER™.
Jonathan was born a Cache Valley native, but spent most of his growing up years in Star Valley, WY and Boise, ID. Together he and his wife, Carly, born and raised in Portland, Oregon, live in North Logan with their daughter Luciana. They enjoy being outdoors and spending time with family through the many different activities of the seasons. Carly works for the Center of Creativity, Innovation and Discovery, a K-12 STEM charter school in the valley that specializes in place & project-based learning. Between the two of them, they enjoy helping families of all ages.
To learn more about Jonathan visit: https://www.adamswealthadvisors.com/jonathan-dursteler-profile or connect with him on LinkedIn: https://www.linkedin.com/in/jonathan-dursteler-312ba8132/.
Disclosure:
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.