Jonathan F. Klett

Operations Specialist

"I am encouraged every day that I have the privilege to work on a team that seeks to serve clients and one another with purpose and joy. Playing a part in the financial success of CapTrust clients is truly a fulfilling role."

With CapTrust Since

2019

College / Degrees

Grand Valley State University – B.B.A Finance

Hometown

Hamilton, Michigan

Travel

Because I love the beach, my favorite vacation spots are:

San Diego, California
Ocean City, New Jersey
Peaks Island, Maine
Holland, Michigan (you cannot beat the big lake in the summer!)

What got you interested in this field?

The financial industry piqued my interest during my financial literacy class in high school. In college, Christ directed my feet to the doorstep of CapTrust where, as an intern, I observed how being a good steward of wealth and asset management can be used to create financial strength. My experience as an intern at CapTrust assured me that there was a place for me in the financial industry.

Family

I am a proud brother of four older sisters, and two brothers. My family is spread out between Tennessee and Michigan with my parents and three siblings in the Holland area. The crew keeps expanding as more nieces and nephews are added to the picture!

Hobbies and Relaxation

If there is an opportunity to go outside, I take it! I love to hike, go to the beach, snowboard, rock climb, or any activity that involves the great outdoors. Apart from outdoor activities, I enjoy playing the guitar and spending time with friends and family.

Community Service

Holland Rescue Mission 2017-2019
Covenant Presbyterian Church – Music/Sound