As a Financial Planner, Jonathan and his team help executives optimize their finances through retirement, education, and legacy planning.
Jonathan is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Retirement Income Certified 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 takes pride in teaching kids about teamwork, leadership, doing your best, and how to have a great time playing sports through his work as a youth soccer coach at Carolina Elite Soccer Academy (CESA).
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.
RICP® is a certification mark owned by the American College for Financial Services. This mark is awarded to individuals who successfully complete the initial and ongoing certification requirements.