Jonathan Swanburg

investment advisor representative

Jonathan Swanburg, CFP, is an investment advisor representative with Tri-Star Advisors in Houston. He leads their Guided Wealth Management service focused on serving young professionals and their families.

Disaster recovery

Hurricane Irma advice from a planner who survived Harvey

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.

By Jonathan Swanburg

September 10
Selfie

Hurricane Harvey twist: Advisor flees storm, clients offer aid

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

By Jonathan Swanburg

August 29