Investment Adviser Representative Jonathan Busch
Jonathan has been in the financial services industry since 2004 and continues his family’s tradition in finance, where he’s always been inspired to make a difference in people’s lives. In 2015, he became an Investment Advisor Representative and is able to offer investment advisory services. Today, he devotes his work to helping individuals, couples and families of multiple generations.
His journey in the professional world started as a clerk at a law firm during his college days. After graduating from the University of Tampa, Jonathan then served in the United States Army National Guard before stepping into the financial services industry.
Each day, Jonathan says he enjoys meeting people from various walks of life, hearing their unique stories and helping to creatively solve their financial challenges. His goal is to explain complex financial ideas in simple terms and create an awareness of taxes in retirement.
Jonathan lives in Loveland, Colorado, and leads our service to federal employees in the Denver, northern Colorado and southern Wyoming areas — in addition to serving our team’s Tampa-area clients whenever needed. Jonathan is the father of two lovely daughters, Madison and Chloe. In his free time, he enjoys Muay Thai, exercising, art and reading.
Administrative Assistant Blaire Busch