About Me

As a Financial Advisor, Jonathan helps clients identify, prioritize, and develop plans to reach their financial goals.  Our team's comprehensive planning approach gives confidence to our clients and ensures that those they care about are taken care of.  Jonathan provides guidance in the fields of retirement, wealth management, estate planning, and risk management.  Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional.  He also holds FINRA Securities Series 7, 66, and 24 Registrations as well as state Life, Health and Long-Term Care licenses.


He came to Equitable after graduating with a degree in economics from his studies at Clemson University.  While attending Clemson, Jonathan was fortunate enough to participate in the economics exchange program.  His studies included semesters at Maastricht University in Maastricht, Netherlands, and Université Catholique de Louvain in Louvain-la-Neuve, Belgium where many of the classes were taught in French.


Jonathan lives in Simpsonville, SC with his wife, Anna, son Jacob, and daughter Grace.  He enjoys educating students in local schools about business, financial literacy, and entrepreneurship through volunteer work with Junior Achievement of Upstate SC.  



CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.