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 top advisor in the state of Kansas. * 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.

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Peter has been in the full-service financial services industry since 1998. Prior to joining Wells Fargo Advisors, he worked for RBC Wealth Management and served for more than 10 years as a financial advisor at UBS Financial Services, Inc., in Kansas City. Peter graduated with a B.A in economics from The University of Chicago. He earned the Certified Investment Management Analyst^® (CIMA^®) designation in 2005, obtained the Charted Financial Analyst certification^® (CFA^®) in 2010, and achieved the Chartered Retirement Planning Counselor^® (CRPC®) in 2017. In February of 2018 Peter was recognized by Forbes as a 2018 top advisor in the state of Kansas.

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 United Studios of Self Defense.

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