Jonathan Dold

Financial Advisor

Jonathan Dold, MBA

Jon’s ability to communicate openly and honestly with his clients makes him stand out from other advisors. He takes great pride as a financial advisor, empowering his clients with confidence as they look to the future.

By truly listening and understanding his clients’ unique situations, Jon gains a solid grasp of their goals and emotional behaviors when it comes to financial matters. From there, he is able to formulate a solid plan to get them where they want to go. As a fiduciary, he is committed to putting clients’ interests first, and strives to go above and beyond their expectations at every opportunity.

Hardworking, sincere and honest, Jon finds satisfaction from the relief and reassurance he brings clients when he presents their strategies to them, after they’ve collaborated and determined the best course of action for their situation. Their gratitude and confidence in the future make it all worth it.

He was influenced to work in this industry because he saw the need families have for more overall financial literacy and guidance, and also from witnessing the incredible impact partnering with the right financial advisor can have to achieve one’s long-term goals. Jon likes knowing he’s making a difference in his clients’ lives, especially when it’s tied to a deeply sacred and personal goal they have set for themselves or their families.

Jon earned his bachelor’s and 4.0 GPA MBA from Lindenwood University in St. Charles, Mo., and holds his Series 6, 63, 65, and 7 licenses, as well as his life and health insurance licenses.

Outside of the office, Jon enjoys spending time with his wife Kayla, their daughter, Audriana and their two dogs, Bear and Lily, in their beloved Lake Lotawana community. During his down time, you can find him on the water enjoying boating and fishing. Since he was young, Jon has always been devoted to the game of golf, and competed on the men’s golf team at Lindenwood University where he was able to capture three individual tournament titles. Jon volunteers his time to the Lake Lotawana Optimist Club and the First Tee Golf Program, which is near and dear to his heart.