Jonathan has over eight years of experience in the financial services industry. He enjoys working with our clients who are in or near retirement to ensure their financial success. Jonathan holds a Bachelor of Business Administration in Finance from The University of Texas at Austin. He has passed the Series 65 securities examination and has a Texas insurance license.

Jonathan lives in the Austin area with his wife and three dogs. You can find them hiking, kayaking, wine tasting, and road-tripping in their spare time.