Jonathon started his career in the financial services business shortly after graduating from University of California, Riverside with a BA in Finance, in 2008. he started his career with MassMutual and was recognized as one of the Top 10 New Agents nationally. He also finished among Top 100 in overall production.
He started his own company, DaVinci Financial in 2012, recognizing the need to be independent of any specific insurance company. Before selling his interest in 2015, Jonathon developed several profitable and innovative marketing strategies. He built an automated recruiting system to build a marketing team that covered 20 states. He augmented the system with an automated telemarketing process to create business opportunities for the sales team and then added an innovative electronic back office to administer and process business. DaVinci was one of the first organizations nationally to use DocuSign as a way to facilitate new business transactions.
In 2016, Jonathon became the advanced underwriting specialist for one of the largest Guardian marketing organizations in the country, providing unique tax and financial strategies for high net worth families and business owners. His contributions to the company resulted in significant new business for Guardian and garnered additional recognition for Jonathon and this team as they grew and further developed the Guardian organization. He also worked as a business consultant with a major marketing organization and helped them add supplemental services to their standard product sales.
In 2020, Jonathon and his team joined Dr. Guy Baker, as a partner and Chief Marketing Officer for BTA Advisory Group and the Wealth Teams Alliance. His innovative
marketing and unique knowledge on tax and planning skills have been an important addition to the services available through the firm. His many skills have contributed significant new tax management and planning opportunities for clients and their businesses.
Senior Advisor – Wealth Teams Alliance
15520 Rockfield Blvd, Suite G, Irvine, CA 92618