Jonathan Dursteler, Financial Planning Associate

Contact Info

  • +1 (435) 752-1702

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Jonathan is a Financial Planning Associate and avid member of the financial planning team dedicated to creating customized plans and 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.

Jonathan is graduating from Utah State University with an emphasis in both Personal Financial Planning and Family Finance. His focus outside of the financial planning team is also handling the 401(k), and other qualified plans, management, and working towards his designations as a Chartered Retirement Plans Specialist and Certified Financial Planner.

Jonathan, a Cache Valley native, and his wife Carly, born and raised in Portland, Oregon, live in North Logan. They enjoy the grand majority of outdoor activities. Carly is currently a 5th grade teacher and together they enjoy helping people of all ages.