Jonathan Kolmetz, MS, MBA, CFP®

With over two decades of experience in the financial industry, Jonathan Kolmetz MBA, MS, CFP® is one of a handful of professionals in the country licensed in both financial services and mental health therapy.

As President at Oaks Wealth Management in Houston since February 2015, Jonathan leads a client-focused advice and asset management company. He is also the owner of Oaks Counseling Associates, PLLC, in Houston, where he manages a team of therapists serving adults, couples and adolescents with counseling services.

An active contributor to the Financial Therapy Association for four years, Jonathan is able to help clients navigate their thoughts, feelings and emotions around money to improve their overall well being. He provides coaching and case consultation to financial planners and therapists.

A Texas A&M University graduate in Political Science, Jonathan holds a Master of Science in Clinical Mental Health Counseling from the University of St. Thomas and also earned a Master of Business Administration in Business from the University of Houston. He obtained a Financial Planner Education Certification in Financial Planning from Rice University.

Jonathan served six years in the US Army Reserve with time spent in Texas, Oklahoma and Baghdad. He lives in Houston with his wife Kristi and three children. The family enjoys spending time at their farm in Livingston, Texas.