Jonathan, a licensed Financial Advisor, began his career in the securities industry in 2006 where he trained under his father, Boyd, a now retired CFP with over 40 years of financial industry experience. With a Financial Advisor as a father, learning the value of money was ingrained in Jonathan from a young age. He holds several FINRA registrations including the Series 6, 7, 63 and 65 as well as variable and fixed contracts, life, health and long-term care insurance licenses.
Jonathan grew up in the small town of Borden, Indiana. This small-town childhood taught him about community and what it means to be a good neighbor. Many of his clients today are people he’s grown up with; people that he runs into at the grocery store or church. That “small town” vibe brings a strong sense of integrity and an eagerness to work hard for his clients. Jonathan currently resides in Greenville, IN with his two cats, JoJo and Tilly.