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Jonathan Dursteler, CFP®, CRPS®

Associate Financial Planner

Jonathan has a broad range of responsibilities at Adams Wealth Advisors. He is an avid member of the financial planning team, collecting and analyzing client data to create customized plans and advisory services. He currently holds the designation as a Chartered Retirement Plans Specialist™ and is also a CERTIFIED FINANCIAL PLANNER™ professional.

Jonathan joined the team in June of 2018 while finishing his undergraduate at Utah State University. He ultimately chose Adams Wealth Advisors after being heavily recruited by a large life insurance broker. His goal was to provide independent and unbiased advice to the clients and knew that Adams Wealth Advisors was the best in the mountain west!

Jonathan graduated from Utah State University in Global Communications, Personal Financial Planning and Family Finance; he also speaks Spanish fluently. He specializes in overseeing and advising on the 401(k), and other retirement plans, management, and compliance.

Jonathan was born in Cache Valley but spent his growing up years in Star Valley, WY and Boise, ID until his late teenage years when he returned to the Valley. He has always been enthusiastic about the outdoors but takes time inside throwing pottery or trying out an exotic recipe. He met his wife, Carly, born and raised in Portland, Oregon while living in North Logan, where they now reside with their daughter Luciana. They enjoy being outdoors and spending time with family through the many different activities of the seasons. Carly currently works for the Center for Creativity, Innovation and Discovery a K-8 charter school in the valley that specializes in place & project-based learning. Between the two of them, they are passionate about helping individuals of all ages!