JONATHAN D. LAU, CPWA®, CFP®, AEP®
I have been blessed to have great values instilled upon me by my father and grandfather. I learned the importance of hard work and to strive for excellence in all that I do, both personally and professionally.
One of my greatest honors is to work with families that my grandfather and father worked with, and fulfill the promises made generations ago. I never got to meet my grandfather, but his legacy and values instilled in our family influences many of my decisions today.
I am happily married to my wife, Meloney, and we have two great kids. With my free time I like to play golf, travel and dedicate time to our local church.
Academically, I received a Bachelor’s degree from DePauw University and a Master of Science in Financial Planning from The American College. I am a Certified Financial Planner professional and Certified Private Wealth Advisor designee.