JONATHAN KOLMETZ, MBA, CFP
Jonathan joined the financial services industry in 2002 and spent the first few years of his career working for a large retail bank with a team of advisors and bankers managing high net-worth clients. Seeking a more boutique firm focused on clients, Jonathan spent the next seven years working for an independent firm where he honed his skills in the fixed-income arena, specializing in providing taxable and tax-free income ideas. In 2015, he founded Oaks Wealth Management.
Jonathan graduated from Texas A&M University with a Bachelor of Science degree in Political Science and later obtained an MBA from the University of Houston. He completed the Certified Financial Planner course at Rice University and became a CERTIFIED FINANCIAL PLANNER™ Professional.
In addition to his career in the financial services industry, Jonathan served in the U.S. Army Reserve from 2000-2006, including one tour of duty in Iraq in 2004.
In his spare time, Jonathan is committed to a dedication of service to others. In 2013, he founded the Leather Apron Foundation, a non-profit organization devoted to serving individuals and organizations in the Greater Oak Forest/Houston Heights neighborhoods. Additionally, Jonathan serves on the board of directors for The Oaks Business Association and is a member of the Financial Planning Association.
Jonathan was born and raised in Houston, Texas and married his high school sweetheart, Kristi. In addition to raising their two boys, Jackson and Benjamin, Jonathan and Kristi also raise an assortment of farm animals, including commercial Black Brangus cattle, on their ranch in Livingston, Texas.
Oaks Wealth Management and NFA Wealth Management are separate entities. To learn more about Jonathan Kolmetz and Oaks Wealth Management, click here.