Who We Are

A team approach

With over 35 years of combined experience in investment management, financial planning, and client service, we are here to serve you. Our team approach ensures your needs are met promptly and with sound judgment. Experts in the field, Jonathan holds a CERTIFIED FINANCIAL PLANNER® certification, and Jennifer has a securities license, which allows her to implement investments for client accounts. We are held to a fiduciary standard, meaning we’re required to provide objective advice to our clients.

We look forward to serving you!

Meet the Team

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Jonathan Brandt, CFP®

Financial Advisor

Jonathan founded JourneyTree in 1993 because of his passion for helping people make smart financial decisions. In addition to guiding the company, he takes the lead in developing investment portfolios to match clients’ needs. 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 president 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.

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Jennifer Paterson

Client Service Manager

Jennifer joined JourneyTree in the fall of 2017. She has over 20 years of administrative and customer service experience which she puts to good use serving clients and helping to keep the office running smoothly.

She graduated with a B.S. in Liberal Studies from Oregon State University. In 2019, she passed the securities licensing exam. Jennifer has worked for a diverse range of companies, including Lane Community College, AKS Engineering & Forestry, and The Home Depot. Her varied background has given her the skills necessary to provide exemplary customer service and solutions to meet our clients’ needs.

Jennifer and her husband John moved to the Eugene area in 2016. They enjoy life with their dog, Luna, and gecko, Dina. In her free time, Jennifer enjoys paddleboarding, camping, wine tasting, vacationing in Hawaii, and spending time with family.

 

Contact us to get started on the path to financial peace of mind.

Contact Us
(541) 485-3154
[email protected]
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