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Jonathan Dursteler, CFP®, CRPS®

Financial Planning Specialist

Jonathan is an Associate Financial Planner 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 on how to best meet the dreams and goals of every individual who walks through the door.

Jonathan joined the team in June of 2018 while finishing his undergraduate at Utah State University. He finished his degree in Global Communications, Personal Financial Planning and Family Finance and learned to speak Spanish fluently. He now holds the designation of Chartered Retirement Plans SpecialistSM and advises clients about retirement plans, management, and compliance.

Jonathan and his wife and daughter enjoy spending their time on a myriad of different activities—from outdoor excursions to pottery and experimenting with exotic recipes.

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