Welcome!
We are Mainsail Financial Group, and are thrilled to be connected with you thanks to Eric and Kristin Nichols.
Below, schedule time for an insights call with Eric and Kristin’s advisor, Jonathan Brandt, CFP® to see if we are a good fit.
About Jonathan Brandt, CFP®
Jonathan began his career as a financial advisor because of his passion for helping people make smart financial decisions. He believes that a thoughtful and caring approach to financial planning and investing will provide clients with the security and confidence to enjoy life.
He earned a B.A. in Economics and Political Science from the University of Iowa and is a CERTIFIED FINANCIAL PLANNER™. He is past president of the Financial Planning Association of Mid-Oregon and a member of the Eugene Estate Planning Council. Jonathan attends numerous conferences and educational sessions each year to find new ways for clients to make the most of their investments.
Jonathan has a penchant for civic involvement. He has been past president of The Eugene Gleemen, Willamette Repertory Theatre, and vice president of the statewide Friends of Trees. He currently serves as the treasurer of the John G. Shedd Institute for the Arts. He values family time with wife Sara and adult children Sam and Ingrid as well as mini Aussie Archie and cat Romeo. He is also an avid basketball player, hiker, and he sings with The Eugene Gleemen.
About Mainsail Financial Group
At Mainsail Financial Group, we work with families approaching retirement to craft their ideal plan. We know that proper planning is an ongoing process and that as the winds of life shift, a proactive approach is needed to maintain the correct heading.
Families that we work with are seeking retirement guidance to create long-term security and a comfortable lifestyle. We work with them to address tax-efficient strategies and a plan to leave a legacy. We are fiduciary. fee-only advisors who provide comprehensive planning and ongoing relationship support as guardians of your wealth.