Jonathan works with individuals to help define, quantify, and prioritize their life goals and design a comprehensive financial plan built around achieving those goals. He then works with them on an ongoing basis to monitor the plan to ensure that they remain on course. He also works closely with retirement plan sponsors on their investment selection and monitoring processes, as well as conducting employee enrollment and education meetings.
Prior to joining FinTrust Investment Advisors, Jonathan worked for a financial planning and advisory firm in the Chicago suburbs, where he honed his analytical and technical skills while discovering his passion for helping individuals reach their financial goals. He is an Honors Program graduate from a CFP® Board-Registered program at Central Michigan University and holds a master’s degree in business administration (MBA) from Clemson University.
Education, Credentials & Special Training:
- CERTIFIED FINANCIAL PLANNER™
- ACCREDITED INVESTMENT FIDUCIARY®
- FINRA Licenses: Series 7 and 66
- License, Life and Health Insurance in SC and NC
- MBA, Clemson University
- B.S., Personal Financial Planning, Central Michigan University