Monday, April 15, 2019
Senior Vice President & UBS Financial Services, Beukelman Group
BA – Taylor University
Jonathan Beukelman, after graduating as a Business major from Taylor, completed the Investment Consultants Program at the Wharton School of Business and the Certified Investment Management Analyst (CIMA®) certification through Haas School of Business, and now manages The Beukelman Group. He was listed in “America’s Top Wealth Advisors” (Forbes, 2016); ranked among the “Top Financial Advisors in America” (Barron’s, seven consecutive years); and named in “Top 40 under 40” (Wall Street), “400 Top Financial Advisors” (Financial Times, four times), and “Top Wire House Advisors under 40” (REP Magazine, 2013, 2014). He and his wife reside in Greenwood Village, Colorado.
1. What’s your “stake in the ground moment,” or a significant moment that has helped defined who you are?
2. How is your time at Taylor helping to shape you for what God might be calling you to in the future?