Jonathan Lapine
Partner, Tolmiros Financial Designs
Jonathan Lapine and his team approach financial planning in a very different way. Unlike many financial planners, he and the team at Tolmiros want their clients to spend their money and live their best life. They achieve this with regular client communication and creative savings and distribution strategies. Jonathan embodies the ethical standards of a fiduciary and values his clients and staff in a way that is not often seen in the industry.
Jonathan makes himself available to staff so they can collaborate on questions that may relate to clients, personal aspirations, or curiosity in general. He is generous with his knowledge and spirit.
Where many of us see what may exist and how it does or does not work, Jonathan sees what doesn’t exist and finds a way to bring it into reality. He operates his business in a manner that each person he works with feels like a true individual and knows that Jonathan is a part of their team to reach their goals.
Nominated by Megan Roberts