Jonathan Copley

Jonathan serves as a Director of Client Engagement, introducing clients to the firm's Private Wealth Management and Family Office services. This process encompasses all aspects of a health financial life and includes customized investment & portfolio management, detailed financial planning, the incorporation of Private Markets and Alternative asset classes as needed, charitable planning, retirement plan consulting, active tax planning & formal preparation, and finally, estate planning & trust services — all executed in-house.

Jonathan has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive private wealth management needs. Prior to joining Creative Planning, he served as a Vice President, Client Advisor in the private wealth group of the country's largest domestic bank.

Jonathan earned a Bachelor of Business Administration degree in Marketing from Texas State University.

Jonathan enjoys spending time with his family first and foremost. He also enjoys the outdoors, being born and raised in Houston, Texas — particularly hunting, fly fishing, and golf. He also enjoys all things Huston sports including attending Astros, Rockets, and Texans games.