Jonathan Spoolstra, CFP®, MPAS®, RICP®, CKA®

Jonathan is a Managing Partner and Wealth Advisor. He graduated from Trinity Christian College and then served in the U.S. Army for eight years. During his military service, he completed a Certified Financial Planner® educational program. After transitioning to the financial industry, he has spent nearly 15 years helping clients. While working as an advisor, he earned a Master of Science in Financial Planning and obtained several professional designations, including Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP), Master of Science in Financial Planning (MSFP), and Certified Kingdom Advisor (CKA). 

In his primary role, Jonathan works one-on-one with clients who are in or near retirement, helping them address key concerns such as managing financial security, minimizing taxes, planning investments, and designing a strategy for asset distribution after they pass away. 

Jonathan places great value on ongoing education and regularly keeps up with the latest research in retirement planning. A self-described "nerd," he is dedicated to helping clients implement strategies that lead to practical action steps, improving their retirement outcomes. 

He also contributes to his community by serving as a board member at Providence Christian Academy, a classical Christian elementary and high school. He has previously been a council member and catechism instructor at his home church. 

Outside of work, Jonathan and his wife, Shari, are passionate board gamers. They have shared this hobby with their three daughters, making family game nights very lively. The entire family enjoys reading, often spending evenings in a cozy atmosphere with soft jazz playing in the background.