
Jonathon brings 20 years of experience across several roles in the financial planning and wealth management space to the practice. After graduating from Furman University in 1998, he moved to Atlanta where he began his career in 2004 as an advisor at American Express Financial Advisors after several years as a freelance musician and educator. Since then he has worked in compliance, client service, and at a Fintech startup that was later acquired. He lives in Decatur, GA with his family and two dogs. In his free time he enjoys playing music as a professional drummer/percussionist, cooking, spending time outdoors and watching Ohio State football with his children.