Jonathan knows what it takes to compete at the highest level. As a former competitive athlete, he learned early that peak performance doesn’t happen by chance. It’s the result of clear goals, honest self-assessment, and a plan you commit to fully. For a long time, finances were the one area that felt unstructured amidst the discipline of training. It was through Unicorn that Jonathan found the same clarity in wealth planning that he had always applied to sport and it changed the way he thought about his future entirely. Now, a Family Wealth Consultant, Jonathan is passionate about serving athletes and individuals who dedicate their lives to health and performance. He understands firsthand how easy it is to pour everything into your craft while your financial foundation quietly goes unbuilt. His mission is to change that. He helps high-performers build real, lasting wealth in parallel with their athletic journey, so that life after competition is just as strong as life during it. For Jonathan, personal finance is just like physical training. You identify your goal, assess where you are today, and build a strategy uniquely designed for you. Everyone’s journey is different, having the right guidance throughout makes all the difference.

Certified Advanced Financial Planner (CAFP)

The CAFP designation represents a mark of distinction earned by a select few within our firm who have demonstrated exceptional technical proficiency, strategic thinking, and commitment to investor success.

Out of the hundreds of professionals trained over the years, only three have attained this rigorous certification—testament to the high standards and deep expertise required. CAFPs are often called upon by fellow practitioners across the firm to support key investor engagements, where they conduct in-depth financial diagnostics and develop tailor-made blueprints with solutions that are both precise and easy for investors to embrace.

In addition to their advisory role, CAFPs also lead the development of internal training curriculum, and set a strong example through the way they run their professional practices.

The CAFP designation is not an exam-based certification—it is a recognition earned through real, on-the-ground experience. It affirms those who have consistently walked alongside investors, helping them navigate complex financial challenges with clarity and care. More than a title, it’s a validation of meaningful impact, earned through mileage, not just modules.