Jonathan has been serving and helping families with Retirement and Investment Planning for over 20 years in Western NC. He has a passion to educate and empower his clients to help them gain the financial knowledge necessary to navigate the different phases of retirement. His main focus is to help secure his clients retirement income thru proper planning and maintaining that income for the rest of his client’s lives. He strives to make sure his clients retire comfortably and maintain their lifestyle throughout retirement helping to make sure they can cover unexpected healthcare costs and rising inflation. Jonathan teaches different workshops and classes on various Retirement and Investment Planning topics around the surrounding areas thru local libraries and universities. He has a beautiful wife, Nicole, with 3 amazing daughters, Gabby, Josie, and Andi, that keep him busy.