Our Team

Jonathan graduated from both Boston University with cum laude honors and Seton Hall University School of Law, and has been helping affluent investors for over 20 years. Jonathan holds the series 7, 63, 65, and 31 securities registrations. In 2016, he published his original book, 6 Essential Practices for Income Investors. In 2017, Jonathan achieved the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced credential created specifically for financial professionals who work with high-net-worth clients. In February of 2018 Jonathan was recognized by Forbes as a 2018 Best-In-State Wealth Advisors in the state of Kansas.* In April of 2022 Jonathan was ranked #57 by Forbes in the State of Missouri for the Forbes 2022 Best-in-State Wealth Advisor ranking.  Jonathan and Peter have worked together in a team helping high-net-worth clients since 1999. In his down time, Jonathan enjoys skiing, lacrosse, and travel. Jonathan is excited about the new development in the Greater Kansas City area and lives in downtown Kansas City, MO and patronizes the Kauffman Center for the Performing Arts and the Sporting Kansas City soccer team.

 

CA Insurance License #OI11429. Resident State MO

*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Peter has been in the full-service financial services industry for over 20 years. Peter graduated with a BA in economics from the University of Chicago. He earned the Certified Investment Management Analyst (CIMA®) designation in 2005, obtained the Chartered Financial Analyst certification (CFA®) in 2010, and achieved the Chartered Retirement Planning CounselorSM(CRPC®) in 2017. In November 2020 Peter earned the Chartered Alternative Investment Analyst (CAIA®) designation. Peter is also on the Board of Trustees of the Barstow School and a member of the Village Presbyterian Church Endowment Trust. In February of 2018 Peter was ranked #15 by Forbes in the State of Kansas for the Forbes 2018 Best-in-State Wealth Advisor ranking.* In April of 2022 Peter was ranked #58 by Forbes in the State of Missouri for the Forbes 2022 Best-in-State Wealth Advisor ranking. 

Peter is married and has three sons, Ethan, Emmett and Eli. When not helping clients, he actively participates in running, and singing tenor in the Village Church choir. He is currently a Black Belt Second Degree in Shaolin Kempo Karate at Aplomb Martial Arts in Prairie Village.

CA Insurance License 0N02855.  Resident State, KS

*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Jessica worked as an equity trader at UMB for three years. She has worked as a Senior Registered Client Associate with Peter and Jonathan at UBS Financial Services, Inc., in Kansas City, MO, at RBC Wealth Management in Leawood, KS, and at Wells Fargo Advisors in Mission Woods, KS, supporting their efforts by providing detailed, high-quality client service. Jessica acts as the "Chief Operational Officer" for the Sarver Vrooman Wealth Management Group and is responsible for all administrative and operational tasks including: distribution requests, paperwork, tax reporting, trading, scheduling appointments, and statement questions. She holds the Series 7 and 66 securities registrations. Jessica earned an undergraduate degree from the University of Missouri-Kansas City in 2002, and an MBA in finance from Avila in 2006. She lives with her husband and daughters in Lees Summit, MO.

CA Insurance License OJ22186.  Resident State, MO