Jonathan brings the personality, friendliness and motivation to the Altitude Planning Group team. He loves people and has a passion for seeing clients achieve their financial goals. Jonathan specializes in the income planning portion of retirement planning. Jonathan started his career in the financial planning world about 10 years ago. He left for a couple of years to help develop his mother and step-father’s company into a multi-million dollar company. He has since rejoined the Altitude Planning Group team to pursue his true passion of working with people to create their retirement plans. Jonathan’s office nickname is “The Difference” because he always stresses making a difference for each of our clients.
From Jonathan, “I love each of our clients like my own family. I like to take the state-of-mind that I am planning for my sister, brother, mom or dad so that each piece of the plan is what is best for that client.”
Jonathan resides in Brighton, Colorado, with Haley and their two human children and many, four-legged children. Jonathan enjoys hunting and taking care of his horses, cows, dogs, ducks and chicken. He loves the outdoors and love spending time with Haley, Jaxson and Alexa.
Steve brings the wisdom and experience to the Altitude Planning Group team. Steve’s career in Financial Planning began after bad advice and planning caused financial ruin on his very own family. His wife’s grandmother saw her financial picture get turned upside down and ended up losing most everything, including the equity in her home, because of bad advice. Steve then vowed to make a difference in an area where there is too much bad advice. We refer to Steve as our “Walking Encyclopedia” because of his years of experience and his desire to keep abreast of this ever changing financial world. A teacher/coach at heart, Steve enjoys making sure our clients are well educated and informed.
From Steve, “Everything I do is driven by the desire to serve. I get great satisfaction every day from working with people to make their financial lives easier.”
Steve is happily married to his lovely wife, Jeanette. Steve resides in Brighton, Colorado. He is the proud father of three sons and one daughter and proud grandfather of seven grandchildren. Steve enjoys spending quality time with his family, volunteering and being outdoors.