Jonathan has been serving and helping families with retirement and investment planning for over 20 years in western North Carolina. He’s passionate about educating and empowering his clients with the financial knowledge necessary to navigate the different phases of retirement. His main focus is helping clients secure retirement income through proper planning and maintaining that income for the rest of their lives. He strives to make sure his clients can retire comfortably, maintain their lifestyle throughout retirement, and cover unexpected healthcare costs and rising inflation.

Jonathan also teaches workshops and classes on various retirement and investment planning topics at local libraries and universities.