Sr. Financial Planner
Jonathan is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, serving clients for the past ten years. Jonathan has worked with a wide diversity of clientele from all walks of life. From the Low Country of South Carolina, Jonathan was raised seeing rural family’s struggle. Watching neighbor’s hardships has fostered his passion for helping people find financial security for their futures. He has worked with both high net-worth and low-income families in reaching their financial independence. Outside of the office, Jonathan is passionate about tinkering with electronics. He loves animals and wildlife, is a professional musician, and is happily married to his college sweetheart.
Education: Coker College (B.S.), Purdue University Global (E.J.D.)
"The joy of life comes from our encounters with new experiences, and hence there is no greater joy than to have an endlessly changing horizon, for each day to have a new and different sun." - Christopher McCandless
Get to know Jonathan
If you could visit anywhere in the world you've never been, where would you go?
Who is your least favorite superhero?
What four individuals, living or dead, would you like to eat dinner with the most?
Elon Musk, Richard Feynman, Seth Macfarlane, Jerry Seinfeld
What's the last book you read?
“Six Easy Pieces” By Richard Feynman