Jonathan joins Plan A Wealth Management as a transplant from the Knoxville, Tennessee area. Originally from Dallas/Fort Worth Metroplex, he graduated from Liberty University in 2020 with a Bachelor's degree in Project Management. Prior to joining Plan A Wealth, Jonathan has had experience in both sales and customer service.
Jonathan has a background in endurance sports, which has translated well into wealth and investment management because both require a high level of dedication. He entered into the financial industry to help educate others and to help lower the stress money can cause in one's life. Jonathan is excited to offer extraordinary financial advice and further the legacy of Plan A.
- Bucket list: To travel the world with my wife
- Favorite holiday: Christmas
- Fun fact: Jonathan has traveled to 5 continents
- Hobbies: Triathlons
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