Our Team

Jonathan graduated from both Boston University with cum laude honors and Seton Hall University School of Law, and has been helping accredited investors as a wealth advisor for over 24 years. Jonathan and Peter have worked together in a team helping high-net-worth clients since 1999.Jonathan holds the series 7, 63, 65, and 31 securities registrations. In 2016, he published his original book, “6 Essential Practices for Income Investors.” In 2017, Jonathan achieved the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced credential created specifically for financial professionals who work with high-net-worth clients.

In February of 2018 Jonathan was recognized by Forbes as a 2018 Best-In-State Wealth Advisor in the state of Kansas.* In April of 2022 Jonathan was ranked #57 by Forbes in the State of Missouri for the Forbes 2022 Best-in-State Wealth Advisor ranking.  In January of 2023 Sarver Vrooman Wealth Advisors was ranked #29 in Missouri by Forbes for Best-In-State Wealth Management Teams.  Recently he had the opportunity to speak at two separate Forbes conferences in front of 500+ top advisors, the Forbes Best-In-State Wealth Advisors conference in Las Vegas in October of 2022 and the Forbes Best-In-State Wealth Management Teams conference in Miami Beach in February of 2023. 

In his down time, Jonathan enjoys skiing, lacrosse, and travel.  His favorite travel destinations include both the “local” areas of Lawrence, KS and Osage Beach, MO, as well as the “far-off places” of Park City Ski Resort in Utah and Honolulu, Hawaii.  Jonathan is excited about the new development in the Greater Kansas City area and lives in downtown Kansas City, MO and patronizes the Kauffman Center for the Performing Arts and the Sporting Kansas City soccer team.

The Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Peter has been in the full-service financial services industry since 1999. Peter graduated with a BA in economics from the University of Chicago. He earned the Certified Investment Management Analyst (CIMA®) designation in 2005, obtained the Chartered Financial Analyst certification (CFA®) in 2010, and achieved the Chartered Retirement Planning Counselor SM(CRPC®) in 2017. In November 2020, Peter earned the Chartered Alternative Investment Analyst (CAIA®) designation. Currently, Peter is Finance Chair, Board of Trustees of the Barstow School (his alma mater) and Finance Chair, Village Presbyterian Church Endowment Trust. In April of 2022 Peter was ranked #58 by Forbes in the State of Missouri for the Forbes 2022 Best-in-State Wealth Advisor ranking. Most recently, Sarver Vrooman Wealth Advisors was selected among the 2023 Best-In-State Wealth Advisory Teams for Missouri.

Peter is married and has three sons, Ethan, Emmett and Eli. When not helping clients, he shuttles his kids around to soccer, baseball, flag football, basketball, and karate. He actively participates in running, and singing tenor in the Village Church choir. He is currently a Black Belt Second Degree and Instructor in Shaolin Kempo Karate at Aplomb Martial Arts in Prairie Village.

CA Insurance License 0N02855.  Resident State, KS

*The Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Ron has been educating and helping clients in the realm of finance for over 15 Years.  In November of 2022, Ron achieved the Certified Private Wealth Advisor (CPWA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.  The Certified Private Wealth Advisor (CPWA®) certification is an advanced credential created specifically for financial professionals who work with high-net-worth clients.  In February of 2023, Ron achieved the Certified Investment Management Analyst (CIMA®) designation and achieved the Certified Mutual Fund Specialist (CMFS) designation in 2010.  For over 13 years Ron had the privilege to partner with Financial Advisors across the Wirehouse, Independent, Hybrid RIA, Institutional and RIA channels as an Investment Consultant with Calamos Investments, a global firm specializing in investing in Convertible Securities, Growth Equity and Alternative Investments.  Ron graduated from Carthage College with a double major in Accounting and Business Administration while also a member of both the Football and Track & Field Teams.


Ron is married with a daughter and son. When not helping clients, he enjoys all things sports related, great food and wonderful time with family and friends.


CA Insurance License 4291365.  Resident State, KS

Thomas graduated from both UMKC with a Bachelor of Business Administration and from the University of Miami with a Master of Science in Finance. Thomas has 7 years of financial services experience. Thomas worked as a member of the team for 18 months while Sarver and Vrooman worked as part of the Wells Fargo Advisors Private Client Group. He then spent 3 years in the Army with the 82nd Airborne Division including a 10-month deployment to Mosul, Iraq. In his most recent role, he worked as an Associate at LGT Capital Partners which is leading global specialist in alternative investing owned by the Royal Family of Liechtenstein. Thomas consulted with accredited investors and institutions on integrating private equity with traditional asset portfolios.


Thomas is married and has 2 daughters, Alina and Ariana. In his free time, he enjoys trying new restaurants and as a counterbalance going to the gym.

Jessica worked as an equity trader at UMB for three years. She has worked as a Senior Registered Client Associate with Peter and Jonathan at UBS Financial Services, Inc., in Kansas City, MO, at RBC Wealth Management in Leawood, KS, and at Wells Fargo Advisors in Mission Woods, KS, supporting their efforts by providing detailed, high-quality client service. Jessica acts as the "Chief Operational Officer" for the Sarver Vrooman Wealth Management Group and is responsible for all administrative and operational tasks including: distribution requests, paperwork, tax reporting, trading, scheduling appointments, and statement questions. She holds the Series 7 and 66 securities registrations. Jessica earned an undergraduate degree from the University of Missouri-Kansas City in 2002, and an MBA in finance from Avila in 2006. She lives with her husband and daughters in Lees Summit, MO.

CA Insurance License OJ22186.  Resident State, MO

Katelyn Aguilar joined our team as an Operations Specialist, in May of 2023, working closely with Jessica Estes, our Operations Manager.  Kat gained valuable experience as an Operations Associate Manager at Wells Fargo & Co. across multiple branches across Johnson County, KS.  She has a strong client-centric customer service background and a history of promotions for outstanding performance and service to clients.  We are confident that Kat will be a tremendous asset to our clients and our practice.  She has a growth mindset and a “run with the football” attitude.  Kat will focus on supporting Jessica with administrative and operational tasks, including client events, paperwork, setting client meetings, providing tax documents, and other important tasks.  Kat lives in Osawatomie, KS with her husband Eloy and two children.  She enjoys the contrast between working in the city and country living.  Some of her favorite things to do include cooking and spending time with her family.