Financial Advisors for Now and the Future.

About Jonathan

Most people who know him well refer to him as “Cub.” He played football at The University of Virginia’s College at Wise and picked up the nickname the first few days on campus. During one of the 3-a-day practices (those were legal at that time), the coach said, “you look like a little cub bear rolling around on the ground,” and it stuck. Luckily, he improved as a player and his final season, the team finished at the top of the conference with many players, including Cub, earning All-American Honors. He played offensive line, and the responsibilities were to be both aggressor and protector depending on the circumstance. He loved it because it was a competitive outlet and it allowed him to serve others.

In 2008, he transitioned from banking to begin his career in financial services. He started working with a national firm, later an insurance company, and back to a bank before joining his current team in 2013. Once arriving here, he was encouraged to broaden his knowledge and experience and the focus was on helping others towards achieving their goals. He’s said, “it feels like home because we lean on each other when needed and take on a team approach when guiding clients through various stages of life.” While serving here he’s worked with hundreds of clients and along the way and earned the Certified Fund Specialist and the CERTIFIED FINANCIAL PLANNER™ designations.

He also enjoys volunteering and giving back serving as a founding brother of his college fraternity’s alumni chapter: The Pi Kappa Phi Epsilon Epsilon Alumni Chapter. Also serving on The University of Virginia’s College at Wise Alumni Board, and he’s active with his wife at their church, Wise Baptist Church. He’s also most recently served as a mentor to other advisors seeking the CFP® designation and is dedicated to ensuring that qualified people are in the position to help others with their financial goals.

His biggest hero is his mother, Shelia. He grew up seeing her work several jobs to help provide a better life for her son. He saw how she is committed to helping others and has a passion to serve. She would often say “leave it better than you found it,” which Cub has said he strives to do every day. He and his wife Jennifer met in the early 2000’s while they were both in college and were later married in 2011. They’ve shared their home with Charlie, a Wheaten Terrier, and in 2016 they welcomed a son, Reid. Together they enjoy spending time with family, hunting, volunteering, playing on their small farm, and traveling.

What’s your favorite food:

Prime grade Ribeye finished on a cast iron skillet and I’ve never met a carbohydrate I didn’t love.

Best piece of financial advice you received:

Be patient and follow the plan

Favorite quote:

“Great men are not born great, they grow great” – Mario Puzo, The Godfather

Favorite book:

Freakonomics – Steven Levitt

Favorite movie or TV show:

Mad Men and Curb Your Enthusiasm

What motivates you:

Becoming the best father, husband, friend, and professional to the people I share my life with

Favorite holiday:

Thanksgiving – spending time with family, having a great meal, watching football, taking a nap…what’s not to love.

Name something on your bucket list:

Harvest a 250” Boone and Crocket Whitetail Deer

Biggest accomplishment:

Becoming a father, it’s the most rewarding and terrifyingly sobering experience to watch what you love most grow and to understand that lack of control you have over the things that truly matter in life.