Meet Jonathan DeMoss, CFA®, CFP®

In my prior job, I had the opportunity to consult with financial advisers from all over the country. From that experience, I learned the importance of working for a firm that puts the client’s best interest first and provides high-quality but low-cost services. What attracted me specifically to Advance Capital is the fact our firm is founded on that very idea.

One piece of advice that has always stuck with me is from my head basketball at Wheaton College. During six a.m. sprints and drills, he would always remind us that if we want to win, we must always do the right thing and never cut corners. If you cut corners today, you will eventually cut corners later in life. These principles of discipline and integrity are the foundation of what I do today in helping people achieve their financial goals.

The most rewarding thing about what I do is the opportunity to help people create a plan to achieve some of their biggest goals in life and then guide them along the way. Finances are such a critical component of our lives. Helping people not only navigate the financial challenges but also find what matters most in life is truly fulfilling.

Success in my role comes down to a timeless idea. If you treat others the way you would like to be treated and put their needs before your own, good things tend to happen. I find that being genuinely interested in others goes a long way in developing trust and a successful partnership, for both client and adviser.