Jonathan specializes in providing integrated investment, tax, and financial planning advice to high-net-worth individuals and families. He has particular expertise helping corporate leaders navigate complex financial decisions and successfully transition into retirement. He enjoys getting to know clients personally, understanding what matters most to them, and helping them use their wealth to achieve meaningful goals Jonathan began his career at EY, where he focused on tax compliance and planning for individuals and partnerships. In 2015, he transitioned to fee-only wealth management, bringing that tax expertise into a broader advisory role. Since then, he has dedicated his career to helping individuals and families coordinate their investments, taxes, retirement, and estate planning with a thoughtful, long-term perspective. Jonathan also serves as a leader within the firm, helping implement strategic initiatives and supporting the growth and development of other advisory professionals Jonathan holds a bachelor’s degree in Accounting from East Carolina University and a master’s 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.