Jonah joined the Atlas Wealth Advisers team full-time in 2019. Jonah assists the other advisers with day-to-day tasks, helping them become more efficient and able to spend more time focusing on their clients. On top of that, Jonah is also an active adviser himself and works with clients of his own.
Jonah graduated from University of Wisconsin-Whitewater with a Bachelor of Business Administration in Finance. He is eager to educate the next generation on the importance of investing and managing money. He has passed the Series 7 securities exam, as well as the Series 66. Jonah also holds the Certified Financial Planner® designation, Chartered Financial Consultant® designation through the American College of Financial Services and the Accredited Investment Fiduciary® designation. Jonah is also licensed for Life & Health Insurance. He looks forward to the career with his commitment to helping others and the ever-curious desire to learn.
Outside of work, Jonah enjoys spending lots of time with his growing family, gardening, cooking, and spending time at the lake with family and friends.
To schedule a time to chat with Jonah, click on the link below!