Jonathan Swanburg, JD, MBA, CFP®
Jonathan Swanburg, JD, MBA, CFP®
Managing Member, President
Jonathan started his career in 2009 and was the head of financial planning for Tri-Star Advisors before founding TSA Wealth Management in 2022. Today, Jonathan continues to prioritize serving clients, with a singular focus on retirement planning.
Jonathan has received numerous industry awards for his work in the wealth management profession, is regularly cited in national publications, and writes TSA Wealth Management’s weekly note.
Jonathan studied economics at Pepperdine and later attended business and law school at Baylor. In 2013, Jonathan earned the Certified Financial Planner® designation.
Outside of work, Jonathan enjoys playing golf, fishing, reading, and spending time with his wife, Rachel, and their three children, Liam, Jackson, and Claire.
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