Originally from England, Jonathan and his family have made Denver their home. Since moving to Colorado in 2014, he’s developed a strategy using Infinite Banking and Historic Tax Credits to launch 15 profitable companies and build a portfolio of 10 commercial properties across Colorado. These projects have generated over $10M in tax credits & grants to date, while creating close to $75M in life insurance for the next generation. Jonathan now leads the Unbridled Wealth team of 25 Strategists across the United States.
Areas of focus include business succession, budgets & planning, and financial education. Specializes in working with entrepreneurs, real estate investors, and business owners.