Jonas B. Rees

"Working on a team that is intentional about inwardly supporting one another as we strive to do the best for our clients is truly special. Beyond helping clients achieve their financial goals, our team is privileged to come alongside a group of people that care deeply about bettering our community through the faithful stewardship and generous bestowing of their assets.”

With CapTrust Since

2022

College / Degrees

Hope College – B.A. Business

Experience

CapTrust, Financial Planner, 2022 – Present

Hometown

Holland, Michigan

Although I was born overseas and lived in several places throughout my life, Holland is where I’ve spent the most time—and it’s the place I’m proud to call home.

Travel

Favorite Places I’ve Been:

Bolzano, Italy
Interlaken, Switzerland
Queensland, Australia

What got you interested in this field?

My initial exposure to the financial industry was during my high school years. After the passing of a family member, mourning the loss of a loved one was overshadowed by sorting out a complicated estate and many questionable investment decisions. This left me thinking, “This doesn’t seem right.” College courses and an eventual internship confirmed for me that the personal investment management industry was a great fit. I love how our work combines the analytical nature of investments with the ability to help families and businesses fulfill their missions.

Family

Married to my wonderful wife, Brecken. We’re blessed to spend lots of time with our families, both of which also call West Michigan home.

Hobbies and Relaxation

Golf in the summertime. A good true crime series at night. Learning to read for pleasure.

Community Service

Celebrate Recovery – Study Leader
Freedom For Men – Treasurer

Lets Talk

Every great partnership begins with a conversation. Let’s explore how we can help you grow, preserve, and pass on your wealth with clarity and confidence.

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