After becoming a minority Owner in October of 2020, Jonathan became the full Owner of BRIA Capital Group, LLC in December of 2021. Taking care of our Firms Clients isn't something Jonathan takes lightly. Jonathan focuses on financial planning, asset management, and risk management to help his clients reach their financial goals.

Prior to joining BRIA Capital Group LLC, Jonathan served as Manager, Financial Services at Pruco Securities. He earned a bachelor degree from the State of New York at Oswego. In addition, he received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate from the Certified Financial Planner Board of Standards, College for Financial Planning. Before moving down here to join the Firm Jonathan spent most of his life in Upstate New York.

Jonathan lives in Wesley Chapel with his Wife Jaimie and 3 Daughters.
 

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As Director of Client Services, Christopher’s primary role is to maintain strong client relationships between BRIA Capital and the people they serve.  Christopher has a passion for developing strong customer relationships and collaborating with key decision-makers while proving excellent customer service and results.

Prior to relocating to Tampa and joining BRIA Capital Group LLC Christopher was a native of upstate New York.  He adds more than 5 years of experience to the BRIA team previously being a founding partner of Rochester Wealth Partners, an independent financial services firm located in Rochester, NY, and a Financial Planner at Pruco Securities.

During his time off Chris enjoys traveling, golfing, and cooking.  He lives in Wesley Chapel with his wife Danielle, and their two dogs Bruce and Teddy.