Jonathan Gengle is a seasoned financial advisor whose goal is to combine the understanding of financial needs of individuals and families with the appropriate financial solutions.
Jonathan believes that money is a universal language, and like language, a tool to realize basic human needs and capture specific desires. He has an ingrained sense of integrity and ownership of others’ situations, and strives to implement solutions as if they were being applied to himself and his own family. He further believes in being a leader and force of good both in business and the community. Jonathan has a background in investment management, insurance, and employee benefit plans.
Through his business philosophy, industry experience, and dedication to the fiduciary standard Jonathan assists his clients with risk management, income generation, and asset growth. He believes the most important factor for sound financial advice is what motivates a client to achieve a specific goal. Only then can one truly discover how to achieve that goal. His role is to positively influence clients to create lasting success and financial self-fulfillment.
Jonathan resides in Phoenix, Arizona with his wife, Elizabeth, and their son, Wyatt. In their free time they enjoy traveling to the mountains in search of cooler weather, performing music, and spending time with friends and family.