06/02/2026
We’re excited to kick off our weekly Meet the Team series! This series will give you a behind-the-scenes look at the individuals who work each day to serve our clients and support our mission.
And who better to start with than our founder, whose vision and leadership built the foundation of our firm?
Jonathan Conrad is a lifelong resident of the Lake Charles area, where he and his wife, Leah, are raising their four beautiful children—Everett, Mila, Greta, and Briggs. Family is at the heart of everything they do, and they love spending time together with friends, cheering on the McNeese Cowboys, and attending local sporting events.
Jonathan earned his bachelor’s degree in Accounting and Finance from McNeese State University. He serves as the Lead Wealth Management Advisor for Lakeshore Wealth, where he works closely with clients to develop personalized financial strategies and help them pursue their long-term goals.
In addition to serving as an advisor, Jonathan has recently stepped into the role of Managing Director for Northwestern Mutual - Lake Charles. While his leadership responsibilities continue to grow, he remains fully engaged in financial planning and committed to the relationships that matter most.
A former McNeese State University baseball player, Jonathan played for five years and carries that passion with him today. Outside of work, you’ll often find him on the golf course, cheering on the Boston Red Sox, or coaching young athletes.
We’re proud to be led by someone so deeply committed to his family, his community, and the clients he serves every day.
