Bellingham, WA
Senior VP & Wealth Advisor
Jonny is a seasoned wealth advisor, bringing over 12 years of wealth management and accounting experience to Compound Planning. He specializes in serving high-net worth families, tech employees, executives, and busy professionals. Jonny serves as the primary point of contact for his clients to provide personalized wealth planning advice and solutions to address their complex needs. He advises clients on their overall balance sheet, including public and private investments, equity compensation, and stock concentration. Jonny received his B.A. in Business Administration - Accounting from Washington State University and then received his Mas...
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Experience
Bear Mountain Capital
6 years
PwC
2 years
Jonson Accounting Services
4 years
Qualifications
Certified Public Accountant
CPA
Candidate for CFP® Certification
March 2024
Washington State University
Business Administration, BA (Accounting major)
University of Washington
Masters of Professional Accounting, Taxation
Series 65
FINRA
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Insurance planning
Executives
Professionals
Tech employees