About Our Team
At Upstream Planning, we believe financial guidance should feel personal, approachable, and centered around long-term relationships.
Our team works closely with individuals and families to help navigate important financial decisions with clarity, care, and thoughtful guidance.
Meet Jonathan
Owner & Financial Advisor
Jonathan Harris is the owner of Upstream Planning and has spent more than two decades helping individuals and families navigate important financial decisions with clarity and confidence.
Prior to launching Upstream Planning, Jon spent more than 14 years helping grow and lead a large planning firm in Brighton, Michigan, reinforcing his commitment to a relationship-centered approach built on trust, communication, and personal attention.
Outside of work, Jon has been married to his wife, Traci, for 27 years and is the proud father of two sons. He considers it a privilege to work professionally alongside his oldest son Elijah and his sister Jessica, and values the close family relationships that are at the heart of both his life and his work.
Meet Jessica
Client Relationship Manager
Jessica Harris is the Client Relationship Manager at Upstream Planning and has been working with Jonathan since 2021. She administers thorough and meticulous service to each client, putting thoughtful care into her work while providing clients with complete and consistent care, rounding out the warm and dedicated service you will enjoy.
Away from the desk, Jessica loves to read and play both video and board games, and is very fond of live theatrical productions. Proving that being methodical is truly in her nature, she also enjoys hands on crafts like crocheting and assembling intricate three-dimensional dioramas - requiring the same sharp eye for detail she brings to the team.
Meet Elijah
Investment Assistant
In 2023, Elijah Harris joined the team and has become a valued part of the client experience. As an Investment Assistant, he works closely with clients and the advisory team to help ensure a smooth and efficient planning process. Elijah is dedicated to providing attentive service, clear communication, and timely support, helping clients feel informed and cared for throughout their financial journey.
Outside of the office, Eli enjoys a wide range of interests. He is passionate about fishing and traveling and has a long-standing appreciation for cars. He also follows several sports closely—including baseball, football, basketball, and golf—and enjoys staying active whenever he can. Eli has a particular love for learning, especially when it comes to science and history, and is always looking to discover new ideas, places, and experiences.
Eli married his wife, Jillian, in 2023, and they enjoy spending time together exploring new destinations, making memories with family and friends, and planning their next adventure.