After 35 years in the financial industry, Jonathan considers himself a student of the business. He has been through many market cycles and uses this experience and knowledge to train and work with other advisors, mentoring and assisting them in their efforts to help clients succeed. He has developed a clientele that includes physicians, dentists and other healthcare professionals.
Jonathan is focused on helping people make better decisions regarding taxes and investments so they can efficiently accumulate the wealth they will need for their future. His goal is to help clients plan to have sufficient funds to achieve their objectives, including a retirement income they will not outlive.
A sports enthusiast for the University of Richmond, Jonathan sings the National Anthem at events. He loves to ballroom dance with his wife, Jeni and is part of large cooking events for his church that feed thousands.