Meet Jonathan
Jonathan is a Relationship Manager based in Leawood, Kansas. He joined Mercer Advisors in 2026. He earned a Bachelor of Business Administration with a focus on marketing and sales from Kansas State University. Jonathan is motivated by building meaningful relationships with clients and getting to know them beyond their financial goals. He finds fulfillment in creating a positive experience and helping make a difference in people’s lives.
His working style
Jonathan takes pride in approaching each day with a positive attitude, strong dedication, and a willingness to overcome challenges. He is a quick learner who adapts well to new responsibilities and strives to continually improve. He excels in environments that involve face-to-face interaction, where he can build relationships and communicate effectively.
Jonathan in real life
What makes you tick?
Building relationships and connecting with new people has always been a passion of mine. I appreciate the distinct perspectives, experiences, and values that each individual brings to the table. I believe these differences are what foster meaningful connections, mutual understanding, and personal growth.
What keeps you busy outside of work?
Outside of work, I enjoy spending time outdoors and seeking out new experiences, whether through traveling to new destinations or exploring places closer to home. I enjoy golfing, skiing, and, most importantly, spending quality time with friends and family. I am always looking for opportunities to try something new, meet new people, and make the most of every experience.
Any words you try to live by?
Understanding others is just as important as understanding yourself. Personal growth begins with the willingness to listen, learn from different perspectives, and approach others with an open mind.
Jonathan’s snapshots
Meet Jonathan’s Teammates
Joshua Schmalz
Financial Planner
What Jonathan Says
Joshua and I work collaboratively to understand and address client needs, helping ensure our work is completed accurately, efficiently, and with a strong focus on delivering white glove service.
Catherine Hoefer
Service Operations Associate
What Jonathan Says
Catherine is a cornerstone of our team, consistently bringing a positive attitude, extensive experience, and a solid work ethic to everything she does. Her knowledge, reliability, and professionalism make her an invaluable asset.
Brook Deaver
Sr. Wealth Advisor
What Jonathan Says
Working under Brook has been an absolute privilege. Having a leader who genuinely wants to see me succeed and takes the time to help me understand the bigger picture has been invaluable to my professional growth. Brook has never hesitated to involve me in new opportunities, share his knowledge, or create meaningful learning experiences that allow me to continue developing. Beyond being an exceptional leader and mentor, he is also a terrific father. Not everyone has the opportunity to work alongside their dad, and I feel incredibly fortunate to have that experience. I am grateful for the professional guidance and personal support he has provided, both of which continue to shape the person I am becoming.
Ready to learn more?
Explore More
