Jonathan P. Ludeman, CFP®, AIF®
As Co-Owner and CERTIFIED FINANCIAL PLANNER™ at Ludeman Capital Management, I work closely with our clients to select and implement comprehensive wealth planning and management strategies and report back on the results. I believe that every new client that comes through our door brings with them a unique set of challenges and opportunities for us to creatively address, which I find to be really energizing on a daily basis. From a long-term perspective, we foster 15-to-20-year relationships with some of our clients, which I treasure and appreciate – after all, we have made commitments to our clients to be there for them, and it is very satisfying to be able to honor those commitments.
I have served in the financial services industry for over 25 years. Ludeman Capital Management was founded by my father, and I worked at the practice in high school and in college. Then, after a brief stint in the consulting industry, I came back to Ludeman Capital Management full-time in 2005, and I have been servicing our familiar and valued clients ever since. Over the course of my career, I have received the CFP© designation as well as the Accredited Investment Fiduciary (AIF) certification. I obtained my Bachelor of Arts in Business & Economics from Wheaton College in Illinois.
My wife Heidi and I have been married for a wonderful 15 years. We have two terrific daughters that we're incredibly proud of, Kjirsten and Else. When I am not servicing clients, I am being active in our church or volunteering my time and resources to support a number of local organizations that we believe are making a positive difference in our community. When I have some spare time, I enjoy playing in the local adult soccer league, skiing, kayaking, and cooking.