About Jonathan
Jonathan approaches his clients’ financial futures with the same comprehensive mindset he uses when managing his own family’s financial plan: by considering every aspect and incorporating how saving for retirement, investments, education and estate planning, philanthropic giving, and tax strategies can work together to keep his clients on the right track. This helps reduce their worry about what the future holds and about the ups and downs of the stock market, allowing them to focus on achieving their goals.
He and his wife, Julie, live in St. Louis and are active parishioners at St. Joan of Arc.
Education and Professional Milestones
- Southeast Missouri State University in Cape Girardeau - bachelor’s degree
- Joined Buckingham Strategic Wealth (now Focus Partners Wealth) in 2007
- Has also held roles as an accounting and human resources manager at Haz-Waste, Inc. in St. Louis and as a private financial consultant
Jonathan approaches his clients’ financial futures with the same comprehensive mindset he uses when managing his own family’s financial plan: by considering every aspect and incorporating how saving for retirement, investments, education and estate planning, philanthropic giving, and tax strategies can work together to keep his clients on the right track. This helps reduce their worry about what the future holds and about the ups and downs of the stock market, allowing them to focus on achieving their goals.
He and his wife, Julie, live in St. Louis and are active parishioners at St. Joan of Arc.
Education and Professional Milestones
- Southeast Missouri State University in Cape Girardeau - bachelor’s degree
- Joined Buckingham Strategic Wealth (now Focus Partners Wealth) in 2007
- Has also held roles as an accounting and human resources manager at Haz-Waste, Inc. in St. Louis and as a private financial consultant