“I believe money needs two things: a purpose and a plan. My passion is to help clients discover and cultivate that purpose, develop a plan, and serve as a guide along the way.”
Jonathan has spent the past decade serving as a wealth manager for approximately 100 affluent client families. During his career, he has served in multiple roles for a fee-only Registered Investment Adviser – from an intern to Director of Financial Planning. This varied experience has allowed Jonathan to learn and contribute to every aspect of a successful firm. Jonathan’s role with clients is to partner with them to create customized financial plans emphasizing life goals and integrating income tax, investments, insurance analysis, cash flow, and estate planning. Helping clients align their wealth with their values and life goals is an area in which Jonathan is particularly focused – from research to formal training.
Jonathan and his wife, Joanna, enjoy DIY home projects and taking long walks through the house picking up various doll clothes left astray by their two daughters, Ayda and Loxley. He and his family are active members of Shades Mountain Baptist Church.