Jonathan is a seasoned professional with more than 17 years of professional experience, having served at firms both large and boutique. His collegiate journey began at Auburn University, and he later earned a Masters of Business Administration, with a concentration in finance, from Creighton University. Jonathan's commitment to excellence doesn't stop there; he holds the esteemed designations (CFP®), Certified Financial Planner® and (CRPC®), Chartered Retirement Planning Counselor. Jonathan has the experience to do complex financial planning, while bringing the presentation down to meaningful and easily actionable terms. Jonathan believes that everyone deserves objective expertise, and the role of holistic planning is paramount to long-term financial success. With Jonathan, you'll find a guide who not only understands the intricacies of financial planning but also knows how to make it work for you.
Jonathan enjoys a fulfilling family life with his wife, Arin, and their daughter, Adeline. They have called Hampton Cove, Alabama, their home for more than 12 years. Arin is a respected member of the Huntsville Hospital management team. Jonathan has served on multiple Boards in recent years and truly believes in giving back. They are actively engaged in their community, and they find a sense of belonging and purpose at Cove United Methodist Church.
Jonathan's impressive background, his commitment to wealth planning, and his dedication to his family and community, make him an invaluable asset to the team. With Jonathan's guidance, you can navigate the complexities of financial planning with confidence and clarity, knowing that your long-term financial success is his top priority.