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Jonathan Dursteler, CFP®, CRPS®

Financial Planning Specialist

Jonathan is a Financial Planning Specialist and member of the financial planning team, dedicated to creating customized plans and providing advisory services for clients. Jon works to collect and analyze client’s data which he uses to then collaborate with the team on how to best meet the goals and aspirations of every client we meet with.

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 designations of both CFP and Chartered Retirement Plans Specialist (CRPS), allowing him to excel in advising clients about retirement plans, management, and compliance.

Jonathan and his wife and daughter enjoy spending time together through a variety of different activities–from outdoor excursions to pottery and experimenting with exotic recipes.