Jonathan Kolmetz MBA, CFP®

President, Financial Advisor

Jonathan’s life is defined by family, service to others, and a passion for learning. 

 

Jonathan met his wife, Kristi, when they were students at St. Pius X High School and started dating in 1995 at Homecoming. They married in 2003 and have three children – Jackson (9), Benjamin (8), and Bird (5).
 

“I’ve always said the biggest perk of owning my own business is the ability to create the ideal work/life balance. The kids often show up in the background of photos in my office or on my videos because we integrate our work and family life.”

 

In childhood and as a young adult, including his time in the US Army Reserve, Jonathan has always been of service to others. He has volunteered, served on boards, and even started his own non-profit that raised over $100,000 for his local community.

After graduating from Texas A&M in 2002, Jonathan desired to further his education and earned an MBA in 2009 from the University of Houston. In 2010, he attended Rice University and completed his Certified Financial Planning education. He became a board-certified CFP Practitioner in 2012. Still wanting to further his education, Jonathan is enrolled in a masters program in Clinical Mental Health Counseling at the University of St. Thomas in Houston. 

 

Jonathan is constantly listening to podcasts, TED Talks, or watching documentaries—much to the chagrin of his wife and children.

Jonathan Kolmetz, MBA, CFP

“One year, we gave our clients a book about financial therapy as their annual Christmas gift. We followed up with an informal survey and the response was less than enthusiastic. The next year we gave out chocolate and received rave reviews. I think the lesson learned was my clients will leave the book reading and podcast listening to me.”

For fun, Jonathan spends time with his cows and getting tractors stuck at the Kolmetz farm in Livingston, Texas. You might also find him on the boat at the lake pulling his kids on a tube. 

 

The Kolmetz family continues to be active in their local community by supporting and sponsoring activities and events, including those at St. Rose of Lima, where the Kolmetz family are parishioners and where their children attend school.