Jonas B. Rees

Finance & Operations Specialist

"Working on a team that is intentional about inwardly supporting one another as we strive to do the best for our clients is truly special. Beyond helping clients achieve their financial goals, our team is privileged to come alongside a group of people that care deeply about bettering our community through the faithful stewardship and generous bestowing of their assets.”

With CapTrust Since

2022

College / Degrees

Hope College — B.A. Business

Experience

CapTrust Financial Advisors, Finance & Operations Specialist, 2022 – Present

Hometown

Holland, Michigan

Travel

Top Three:

- Bolzano, Italy
- Interlaken, Switzerland
- Queensland, Australia

What got you interested in this field?

My initial exposure to the financial industry was during my high school years. After the passing of a family member, mourning the loss of a loved one was overshadowed by sorting out a complicated estate and many questionable investment decisions. This left me thinking, “This doesn’t seem right.” Since then, my various college courses confirmed for me that the personal investment management industry was a great fit. I love the way that this industry combines the analytical aspects of investments and accounting with the ability to come alongside and get a snapshot into the lives of families and businesses

Family

My family of six expanded to eight in 2015 as we officially welcomed my brother Jayden and sister Anmerose to the family through adoption. While I love living at home with my large family, I am beyond excited to move out and tackle life with my soon-to-be wife, Brecken, in September of 2023.

Hobbies and Relaxation

Golf, Pickleball, and most outdoor summer activities that Michigan has to offer. A lot of my upbringing was spent in the Florida heat; I’m still discovering what I enjoy doing during the colder months of Michigan winter.

Community Service

Celebrate Recovery – Study Leader