Jonathan Deyoe - Money Philosopher

Jonathan DeYoe is a Money Philosopher with extensive experience in financial advising and wealth management. As the Founder and CEO of Mindful Money since January 2014, Jonathan has developed digital goal-based planning tools to assist individuals in making informed financial decisions. Currently serving as Senior Vice President and Partner at EP Wealth Advisors, Jonathan previously held the position of President at DeYoe Wealth Management from 2002 to 2022, emphasizing planning, evidence-based investing, and financial education. Jonathan's earlier roles include positions at Prudential Financial, Salomon Smith Barney, UBS PaineWebber, and Morgan Stanley, where a commitment to client-focused service was cultivated. Jonathan's educational background includes a CPWA from the University of Chicago Booth School of Business, with additional studies at the Graduate Theological Union and a BA in Philosophy & Religious Studies from Montana State University-Bozeman.