Our Team

Focus

Jonathan’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of professional integrity.

Background and experience

As a Managing Partner, Jonathan is responsible for understanding and managing the financial situations for high-net-worth clients.  The first responsibility is to identify each client's life goals.  Next, he will coordinate with our team of specialists to develop a financial strategy that is designed to implement an objective wealth plan.

Jonathan earned a Bachelor of Science with Purdue University in 1987 and an M.B.A. with Boston University in 1993. Upon completion of his graduate studies, he decided to enter the Financial Services Industry where he has been employed for the last 28 years.

Jonathan was recognized by Forbes as one of the Best-In-State Wealth Advisors in 2023. It is an award that reflects a high level of standards measured by service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

Away from the office

Jonathan is actively involved with our local community. He is a member of the Jewish Federation, an active Volunteer with Boca Helping Hands, and Benefactor for the Broward Performing Arts. He lives in Palm Beach County with his wife, Stacy, and their three children.


The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Focus

Jason and his team provide comprehensive investment planning and wealth management. Jason believes the relationship between a financial advisor and their clients develops over time, as you work together to achieve your financial goals.

Background and experience

With over 30 years of industry experience, Jason has witnessed the best and possibly the worst of times in the wealth management business, and strongly believes the most important aspect of investing is managing the level of risk in a portfolio.

Jason works with clients to understand the appropriate portfolio for their needs. As a portfolio manager, Jason deploys specific strategies to reduce risks and is conservative in his approach. Advising people on investment planning is also a cornerstone of that relationship. Every plan begins with an honest discussion and open dialogue to understands the true goals that matter most to each client.

Jason joined Wachovia Securities, a predecessor of Wells Fargo Advisors in 2009. Prior to that, Jason spent 5 years with Banc of America Investment Services, Inc. and 11 years with Smith Barney. Jason holds a bachelor’s degree from Florida State University and with an emphasis on continuing education has also earned the CERTIFIED FINANCIAL PLANNER (CFP®) certification from the College of Financial Planning. For this certification, Jason had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Away from the office
Away from the office, Jason spends his time raising three children with his wife, Jeniffer, in Parkland, FL.  Jason is also involved with several charities in the South Florida area.

Patti is a Client Relationship Manager with Berstein Freeman Wealth Partners. She has been in the financial services industry for over 40 years with 15 years’ experience in the banking industry as well as 25 years in the investment industry. Patti currently holds a Series 7, 63, 65, and Qualified Supervisor 9/10 licenses. As an integral part of the client experience, Patti continues to provide concierge-level service to existing clients while forming new connections, as well as managing the operations of the practice. She understands the importance of strict compliance in terms of policies, procedures, and code of conduct, delivering only the highest combination of top-quality professionalism and personal approach.

Patti is an avid sports fan with her favorite teams being the Atlanta Braves, Dallas Cowboys and Florida State Seminoles. She resides in West Palm Beach and enjoys spending leisure time with her daughters, grandchildren, extended family and friends both locally and out of state.

Focus

Suzie is dedicated to providing tailored guidance and advice that allows all of her clients to plan for the present while staying focused on long-term goals.

Background and Experience

Having spent over 20 years working at two of the largest Fortune 100 wealth management organizations, Suzie has gained the knowledge and experience to successfully navigate any financial climate. 

Suzie earned her Bachelor’s degree from Mercy College in 2001.  By 2002, she was a fully licensed advisor who went on to receive her Chartered Ret Planning Counselor (CRPC) from The College of Financial Planning in 2009 and her Accredited Investment Fiduciary (AIF) Designation in 2010.

Launching her career in New York with Citi Global, Suzie developed a reputation for educating bankers on how best to further assist clients with their financial needs.  In 2015, she was brought on by Wells Fargo Advisors in Boca Raton, Florida, as a financial advisor.

Suzie and her team provide their clientele with a uniquely customized whole-picture perspective along with continued support throughout their investment journey providing high-quality service and a wealth management team you can trust. 

Away from the office

Suzie is a loving mother of two who enjoys traveling to new places and exploring the outdoors.  As a cancer survivor, she is deeply engaged in philanthropic work with the Leukemia and Lymphoma Society.