Jonathan Tue

As a Certified Financial Planner, Jonathan is passionate about helping clients reach their financial goals. After his own early adulthood experiences with debt and unwise financial decisions, Jonathan has been able to help many others avoid pitfalls and make smart financial decisions. He walks alongside each client to create a customized blueprint for their financial journey, and his vision is always to guide them to become the best stewards of their wealth.

Holistic financial planning is at the heart of Jonathan’s mission for his clients. With a focus on a thorough and detailed approach, he specializes in Social Security planning, Roth conversion strategies, life insurance needs analysis, and investment management.