Jonathan Krueger started LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies.
Episode Highlights:
- Jonathan shares why he opted for an internship as opposed to a traditional college experience.
- Hear how he cut his teeth on entrepreneurship by selling mortgages
- Learn about a touching experience that helped shape the way Jonathan views money.
3 Key Points:
- Seek out experts.
- Collaborate.
- Add value.
Resources Mentioned:
- https://www.linkedin.com/in/jonathankrueger1/
- Visit Travis’ website at travischappell.com
- Join the Build Your Network Facebook group travischappell.com/group
- If you want to amplify your network… For information regarding your data privacy, visit acast.com/privacy
