Jonathan specializes in providing integrated investment, tax, and financial planning advisory services to high-net-worth individuals and executives, with a particular focus on helping corporate leaders successfully transition into retirement.
Jonathan began his career at EY, focusing on tax compliance for large partnerships and individuals. In 2015, he transitioned to fee-only wealth management to provide fiduciary, integrated advice to individuals. Since then, he has dedicated his career to guiding executives and families through complex financial decisions.
Jonathan holds an Accounting degree from East Carolina University and a graduate degree in Taxation from Virginia Tech. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional.
A former collegiate swimmer at East Carolina University, Jonathan remains active by competing in triathlons around Virginia. Outside of training, he enjoys spending time with his wife, their son, and their Bernese Mountain Dog.
