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.
- Paraplanner/Associate at Independent Financial Counselors
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Certified Financial Planner™