Jonathan brings more than 17 years of professional experience with him. He holds the title of Senior Wealth Consultant and Director of Financial Planning here at Oak Tree Financial. Jonathan graduated from Auburn University with a Bachelor of Science in Finance and earned an MBA, with a concentration in finance, from Creighton University. Additionally, he has earned the designations of (CFP®), Certified Financial Planner® and (CRPC®), Chartered Retirement Planning Counselor. Jonathan has the experience to do complex financial planning, while bringing the presentation down to meaningful and easily actionable terms. Jonathan believes that everyone deserves objective expertise and the role of holistic planning is paramount to long-term financial success.
Jonathan and his wife, Arin, and daughter Adeline, live in Hampton Cove, Alabama. Arin is member of the Huntsville Hospital team in the catheterization lab. They are active at Cove United Methodist Church, where Jonathan often assists with the youth boys. Jonathan serves at the Harris Home for Children as Vice-President of the Board of Directors. He is in his third term on the Board of Directors of the Hampton Cove Owner's Association. He is honored to be asked, most recently, to serve on the Board of Directors for the Rocket City SGO.