For over two decades, Jonathan has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Jonathan has dedicated his career to delivering the personalized investment planning services his clients deserve by engaging the emotional, relational, and generational parts of their lives.
With a commitment to continuing education in the many facets of wealth management and planning, Jonathan is a CERTIFIED FINANCIAL PLANNER® practitioner, Chartered Financial Consultant (ChFC®) and Certified Private Wealth Advisor (CPWA®). Jonathan has always been interested in people and learning their stories. Finding creative solutions to client issues feeds his desire to help people.
Jonathan is driven by his passion to serve the community. He currently serves as the immediate past Chairman of the Charlottesville Regional Chamber of Commerce. Additionally, he was just selected as Director of the Board of Westminster-Canterbury of the Blue Ridge. He has previously served as director on the Charlottesville Economic Development Authority, and as Board President of Literacy Volunteers of Charlottesville/Albemarle.
Jonathan grew up in Central Virginia and received his Bachelor of Arts from Virginia Commonwealth University (VCU). During his time at VCU, he met his wife, Chrissy. The couple is proud of their two adult children, Taylor and Max, along with their niece, Jayden, whom they helped rear. Now as recent empty-nesters, Jon and Chrissy continue to explore their passions of travel, reading, and hiking, while finishing active days with a nice glass of local beer or wine.
CA Insurance License Number: 4079939. Resident State VA.
