As a native Texan hailing from South Texas, Jonathan’s roots run deep in the Lone Star State. He was born and raised in South Texas where his family has lived since the mid 1970’s. He also pursued his education at Texas State University in San Marcos, TX where he honed his knowledge and skills in the field. Jonathan has spent over 20 years in the finance and investment management world including 12 years with a large Investment firm in Houston, TX.
When he’s not immersed in his professional pursuits, Jonathan prioritizes quality time with his spouse, Joy, and their two children, Brynlee (14) and Brooks (12). Soccer plays a central role in their lives, with both children excelling in the sport and actively participating in soccer clubs in the Houston Area.
The family enjoys vacationing, indulging in snow skiing adventures, beach trips, and relishing those cherished weekends spent relaxing at home by the pool. These shared experiences strengthen their bond and provide a well-deserved respite from their bustling lives.
Jonathan’s professional licenses include the Series 65 Securities License and Life Insurance License, illustrating his commitment to maintaining the highest standards of professionalism and expertise. Notably, he operates as a fiduciary, placing the best interests of his clients at the forefront of every decision he makes.
With Jonathan’s vast experience, dedication to client success, and his passion for the industry, he is poised to make a significant impact on your financial journey. Whether you’re seeking expert investment management, personalized financial planning, or comprehensive advice, Jonathan possesses the knowledge and skills to guide you towards your goals.
LICENSES & ACCREDITATIONS
- Registered Investment Advisor
- Life/Health/Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Income Protection
- Wealth Management
- Tax Planning