Jonathan joined the firm in 2016 with a strong background in financial planning, graduating from Virginia Tech’s accredited CFP program. During his time in school, he also earned multiple internships and externships in the field. A native of Northern Virginia, Jonathan enjoys the opportunity to travel down and visit with family and friends in the area.

Previous Experience

  • Paraplanner/Associate at Independent Financial Counselors

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Certified Financial Planner



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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