Focus



Jonathan leads with a client-first philosophy – rooted in trust, integrity, and a passion for helping individuals and families build lasting financial legacies.


Background and experience

With over 31 years of experience in the financial advisory industry, Jonathan specializes in offering highly personalized service and strategic insight to high-net-worth clients with customized investment strategies, including sophisticated covered call option overlays.

As Managing Partner, Jonathan is responsible for identifying each client’s life goals.  He then works closely with the Eagle Oak Wealth Partners team to develop a tailored financial strategy – one that implements an objective, disciplined wealth plan aligned with the client’s long-term vision.

Jonathan’s commitment to excellence has earned industry-wide recognition, including being named among Forbes’ Best-In-State Wealth Advisors in 2023, 2024 and 2025*. This consistent honor reflects his dedication to delivering thoughtful, risk-adjusted results for clients across generations.


Jonathan earned a Bachelor of Science with Purdue University in 1987 and an M.B.A. with Boston University in 1993.


Away from the office

Jonathan and his wife, Stacy, live in both East Boca Raton, FL, and Edwards, CO – two communities that deeply influence his personal values and professional outlook.  He is a benefactor of the Broward Center for the Performing Arts in Fort Lauderdale and an active Legends Circle contributor to the Vail Valley Foundation in Colorado, underscoring his commitment to giving back and supporting the arts. He lives in Palm Beach County with his wife, Stacy, and their three children.


*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).  2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors 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. 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.

Focus

Suzie is laser focused on providing her clients with tailored guidance and advice that meets their needs and lifestyle allowing them to navigate the present while staying focused on long-term goals. Suzie has a passion for Retirement Planning and helping ensure her clients can retire with the financial security and freedom they deserve.

Background and Experience

Having spent over 20 years working at two of the largest Fortune 100 wealth management organizations, Suzie has gained the knowledge and experience to successfully navigate any financial climate. 

Suzie earned her Bachelors degree from Mercy College in 2001.  By 2002, she was a fully licensed advisor who went on to receive her Chartered Retirement Planning Counselor (CRPC) from The College of Financial Planning in 2009 and her Accredited Investment Fiduciary (AIF) Designation in 2010.

Suzie provides her clientele with a uniquely customized whole-picture perspective along with continued support throughout their investment journey; providing high-quality service and a wealth management team you can trust.

 
Away from the office

Suzie is a loving mother of 2 who enjoys traveling to new places and exploring the outdoors.  As a cancer survivor, she is deeply engaged in philanthropic work bringing awareness to the Leukemia and Lymphoma Society.

Focus

Jason and his team provide comprehensive investment management and planning. If a working relationship is developed, he can work with you to help achieve your goals.


Background and experience

 
With over 32 years of industry experience, Jason has witnessed the best and possibly the worst of times in the wealth management business and strongly believes the most important aspect of investing is managing the level of risk in a portfolio.
 
Jason works with clients to understand the appropriate portfolio for their needs. As a portfolio manager, Jason deploys specific strategies to reduce risks and is conservative in his approach.

 Jason, and his partner Jonathan Berstein – Managing Partner, created what is now Eagle Oak Wealth Partners, a Wells Fargo Advisors Financial Network (WFAFN) affiliated company, in 2023. They joined Wachovia Securities, a predecessor of Wells Fargo Advisors in 2009. Prior to that, Jason spent 5 years with Banc of America Investment Services, Inc. and 11 years with Smith Barney. With an emphasis on education, Jason earned the CERTIFIED FINANCIAL PLANNER® certification from the College of Financial Planning. For this certification, Jason had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

 Jason’s passion is in portfolio management and getting to know his clients’ goals.  Having access to associates within Wells Fargo affiliates, Jason strives to help his clients address any of the financial goals they have.

 
Away from the office


Away from the office, Jason spends his time raising three children with his wife, Jeniffer, in Parkland, FL.  Jason is also involved with several charities in the South Florida area. 

 

Background and experience

 Patti has been in the financial services industry for over 40 years with 15 years’ experience in the banking industry as well as 27 years in the investment industry.  Patti currently holds a Series 7, 63, 65, and Qualified Supervisor 9/10 registrations.  Her career experience has developed into a deep understanding and passion for her work.  As an integral part of the client experience, Patti is dedicated to providing concierge-level service to existing clients while forming new connections, as well as managing the operations of the practice.  She understands the importance of strict compliance in terms of policies, procedures, and code of conduct, delivering only the highest combination of top-quality professionalism and personal approach.


Away from the office


Patti is a resident of Lake Worth Beach.  When not in the office, Patti supports her community volunteering in the local church children’s ministry and outreach events.  She loves spending quality time with her daughters, grandchildren, extended family and friends both locally and out of state.

Patti is an avid sports fan with her favorite teams being the Atlanta Braves, Dallas Cowboys and Florida State Seminoles.  

 

 

Focus

As a dedicated Portfolio Manager for more than 18 years, Mario has built a reputation for thoughtful, disciplined investment strategies tailored to each client’s unique goals. His depth of experience enables him to navigate complex financial landscapes with confidence and clarity, while his hands-on approach ensures that clients receive personalized advice, not just plans. He believes in building long-term relationships based on trust, transparency, and a deep understanding of each client’s financial priorities.

 
Background and Experience

With over 29 years of experience in the financial services industry, Mario brings deep expertise and a client-centered approach to wealth management. He joined Wells Fargo Advisors in 2019 after serving as a Senior Vice President and Portfolio Manager at Merrill Lynch for five years. Prior to that, he spent 17 years at Citi Smith Barney, where he rose to the role of Director for the firm's largest wealth management team nationwide—a testament to his leadership and long-standing commitment to helping clients succeed.

What drives him most is the genuine enjoyment he finds in his work. He considers it a privilege to help individuals and families make informed financial decisions and preserve their wealth across generations. By taking the time to truly get to know his clients—understanding both their financial goals and personal values—he creates strategies that are not only effective but also deeply aligned with what matters most to them.

 

Away from the office

Mario spends time with his wife, Sarah and their five children here in Boca Raton. Mario has been actively involved in many local charities, as well as a volunteer for multiple youth sports programs over the past five years.

Background and experience

Denise has been in the financial services industry for over 35 years.  She is dedicated to delivering extraordinary customer service and building client relationships while focusing on administrative and operational tasks


Away from the office

 
Denise resides in Boca Raton and enjoys spending leisure time with her husband and two daughters.

Focus

Jacob is dedicated to helping clients build a strong financial foundation through thoughtful service and long-term planning. As a Client Associate, Jacob supports clients through all stages of the investment planning process and is committed to delivering high-quality service and personalized guidance.

 

Background and experience

Jacob began his career in the financial services industry in 2024 and plays an integral role in assisting clients with wealth planning and investment-related needs. He contributes to daily operations and client support while continuing to develop his skills in wealth management strategies.

Jacob earned a Bachelor of Science in Finance from the University of Denver in 2024.

 

Away from the office

Outside of work, Jacob splits time between East Boca Raton, FL, and Edwards, CO. He enjoys staying active through Pilates and long walks as well as spending time with his cat. Whether attending local events or hiking Colorado’s scenic trails, Jacob appreciates being engaged with their community and the outdoors.