Jonathan’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research, and placing trades. Before joining Townsend, Jonathan had been running his own consulting business and primarily worked with dental and orthodontic practices. Jonathan has been in the finance industry since 2007 and holds multiple industry designations, which include Certified Financial Planner™. Jonathan is a member of our investment committee. Jonathan@TownsendRetirement.comI grew up in Minnesota but left a few years after college for the west. I now call Denver home, where I live in the Berkeley neighborhood with my bride, baby girl Lillian and two dogs. I am an avid outdoorsman, so you can often find me taking advantage of Colorado’s beautiful landscape, hiking, camping, and snowshoeing. As a family, we enjoy exploring outside of Colorado, including everything from road trips through the western U.S. to international adventures
