Jonathan began his career in the financial services industry in 2001, shortly after graduating from Centre College. Since that time, he has been committed to continuous learning for the benefit of his clients, having earned the professional certifications of CERTIFIED FINANCIAL PLANNER™ (CFP®) and CPWA®. He has extensive experience implementing financial and estate planning strategies for client families. Jonathan utilizes a holistic values-based approach to wealth management.
He has a passion for helping others and currently serves on the Board of Trustees for the Freestore Foodbank Foundation and Chatfield College.
Jonathan lives in Northern Kentucky with his wife, Dawn, and their children, Ella and Noah. He truly believes that time is our most valuable asset, and when given the choice, he spends it with his family, volunteering, traveling and relaxing at the lake. An early riser, you can also find him “enjoying” a CrossFit workout most weekday mornings.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.