Jonathan Mintz's Location
Denver, CO, US
Jonathan Mintz's Work
- Founding Partner @ Evergreen Legacy Planning, LLP
- Founding Partner @ Bespoke Group
- Partner @ Bohm Wildish & Matsen, LLP
- Chief Operations Officer @ WealthCounsel, LLC
- Chief Operations Officer @ The Advisors Forum
Jonathan Mintz's Education
- Loyola Law School, Los Angeles
Doctor of Jurisprudence
1986 - 1989 - University of California, Los Angeles
Bachelor of Arts (Economics, Business)
1981 - 1985 (Economics)
- Loyola Law School
Doctor of Jurisprudence
Jonathan Mintz's Skills
- Estate Planning
- Asset Protection
- Trusts
- Estate Tax Planning
- LLC
- Strategic Financial Planning
- Wills
- Wealth Management Services
- Small Business
- Business Planning
Jonathan Mintz's Summary
Jonathan Mintz, based in Denver, CO, US, is currently a Founding Partner at Evergreen Legacy Planning, LLP, bringing experience from previous roles at Bespoke Service Company, LLC, Matsen Voorhees Mintz LLP ("MVM Law"), WealthCounsel, LLC and The Advisors Forum, LLC. Jonathan Mintz holds a 1986 - 1989 Doctor of Jurisprudence @ Loyola Law School, Los Angeles. With a robust skill set that includes Estate Planning, Asset Protection, Trusts, Estate Tax Planning, LLC and more, Jonathan Mintz contributes valuable insights to the industry. Jonathan Mintz has 3 emails on RocketReach.
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