Jonathan Leymaster
Gretna,NE
Summary
Energetic, current executive who is highly motivated to help your team reach its goals. Skilled in relationships, leadership, acquisitions, and sales. I love people, I love to be challenged, and I want to be an integral part of a successful team.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Chief Growth Officer
Capstone Investment Group
Litchfield, MN
04.2024 - Current
- Supported launch of new RIA from start through current $600M AUM, driven by acquisition-only growth.
- Helped negotiate seller agreements to create value for all parties.
- Built relationships with marketing and recruiting partners across U.S.
- Met with CEO weekly to share progress updates.
- Developed strong partnerships with acquired firms to support long-term team success.
- Aligned marketing, sales, and investment teams around growth priorities.
- Presented board proposals outlining strategic plans to reach objectives on time.
- Led launch of new products, services, and marketing campaigns to speed growth.
President
4H Holdings
Gretna , NE
05.2024 - Current
- Supported tax law firm referrals for businesses and nonprofit organizations seeking employer retention tax credit assistance.
- Helped clients secure over $35 million in tax credits for 25 businesses and non-profit organizations within six months.
- Currently, manage client relationships and track credit delivery after tax law sunset.
Financial Advisor
Prudential Financial
Omaha, Nebraska
11.2017 - 03.2024
- Developed personalized financial plans for diverse client needs.
- Conducted regular portfolio reviews to ensure alignment with client goals.
- Educated clients on insurance products and retirement planning options.
- Utilized financial planning software for accurate data management and analysis.
- Built strong relationships with clients through effective communication and trust-building efforts.
Financial Advisor
Northwestern Mutual
Omaha, NE
07.2006 - 10.2017
- I did the same work as I did with Prudential Advisors.
College Unit Director
Northwestern Mutual
Omaha, NE
01.2009 - 01.2011
- Led a team of college interns looking to get into the financial services industry.
- Coached and motivated the team to achieve our goals.
- Our team finished 6th out of over 250 teams across the country in terms of production during the 2009/2010 fiscal year.
In Competition Testing Coordinator
USADA
Colorado Springs, Colorado
08.2004 - 07.2006
- Helped coordinate USADA testing schedules for in-competition and out-of-competition athlete collections.
- Maintained confidentiality standards across athlete testing files and related reports.
- Supported test mission logistics alongside USADA staff and contracted control personnel.
- Helped recruit and train testing team members.
- Updated athlete whereabouts information and testing assignments for compliance.
Operations Intern
United States Olympic & Paralympic Committee
Chula Vista, California
05.2004 - 08.2004
- Provided daily administrative support for Olympic and Paralympic operations.
- Managed meeting, schedule, and calendar coordination across internal departments.
- Drafted documents, reports, and correspondence for leadership review.
- Handled staff and partner inquiries with timely, professional responses.
- Supported development of operational plans and objectives.
- Assisted with travel booking and vendor communication tasks.
Education
Bachelor of Science - Sports Administration
University of Nebraska At Kearney
Kearney, NE12-2004
Skills
- Client and firm acquisition
- Relationship building
- Negotiation skills
- Executive team leadership
- Strategic planning
- Acquisition strategy
- Strategic communication
- Team leadership
Certification
- Life, Health, Annuity License
- Series 6, 63, 65
Accomplishments
- 2007 - Rookie of the Year (Northwestern Mutual) 2010
- #6 College Unit Director (Northwestern Mutual)
- 2x Top 10% at Northwestern Mutual (LIves Leaders Summit)
- 2018 Frontier FInancial Group Financial Advisor of the year (Prudential Advisors)
- 2018 #55 in production out of all Prudential Advisors
- 2018-2020 Frontier FInancial Group Life Insurance Leader
- 14x MDRT Qualifier 2018 MDRT Court of the Table Qualifier
Affiliations
- 2021 - Current: Gretna Youth Football Coach
- 2021-2025: Gretna Youth Basketball Coach
- 2025: Gretna East High School Football Booster Board
Timeline
President
4H Holdings
05.2024 - Current
Chief Growth Officer
Capstone Investment Group
04.2024 - Current
Financial Advisor
Prudential Financial
11.2017 - 03.2024
College Unit Director
Northwestern Mutual
01.2009 - 01.2011
Financial Advisor
Northwestern Mutual
07.2006 - 10.2017
In Competition Testing Coordinator
USADA
08.2004 - 07.2006
Operations Intern
United States Olympic & Paralympic Committee
05.2004 - 08.2004
Bachelor of Science - Sports Administration
University of Nebraska At Kearney