If you’re reading this, you’ve chosen to learn about who I am and why I have a passion to serve as a financial planner. I refer to advising as serving because in most meetings we discuss much more than how investments are affecting a client’s plan. We cover topics such as spending more time with family, coping with losing friends and family, and celebrating life events such as achieving the goal of retirement or watching a child or grandchild graduate from college.
I do this because I was called to serve others, much in the same way my mother was called to serve. If we’ve ever met and talked about the biggest influences in our lives, I’d have listed my mom at the top. She studied to become a respiratory therapist, to help the men (and sometimes women) in our family and community receive treatment and care due to the sacrifice and damaging effect on their health because of working in the coal industry.
When I was a young boy, my parents decided that divorce was a healthier option than continuing their marriage. We moved in with my grandparents while my mother saved to afford our own home. She often worked 2 and 3 jobs at a time to make ends meet and see that I didn’t go without anything I needed. Not from choice, but because it was what we could afford, our dinners often consisted of soup beans, cornbread, canned meat, and garden vegetables (which are still some of my favorite things). I never knew any of this until a few years ago but I understood the sacrifices she made to provide a life for me.
Her persistence and efforts made me realize that I wanted to “leave it better than I found it,” but wasn’t sure what direction to take. I didn’t have a passion for medicine or any related field, but I wanted to help others. She had spoken with an advisor about ways to help save for college because she had set a goal for me to attend college and she wanted to see me graduate debt-free. With her pushing me, I earned scholarships in academics and to play football at UVA-Wise. All our efforts, along with help from that financial advisor, her goal was eventually achieved.
Midway through college, I was unclear on a career path. However, I began working at a local bank and enjoyed the interactions with customers who came in on a regular basis. I liked that I could help process their transactions and get to know them on a more personal level. When I considered what impact, I could have on others, I knew there was more I could do to serve them. I remembered the advisor who helped guide my mother with her goal of being able to send me to college. That was a moment it all clicked, and I knew how I could make a difference in people’s lives.
In 2008, I began working with a national firm, and later an insurance company, and a bank before joining my current team 5 years ago. I was searching for a place to serve others, and at many places it felt more like my role was to gather assets and neglect planning. Once I arrived here I was encouraged to broaden my knowledge and experience and I began and completed the Certified Fund Specialist and the CERTIFIED FINANCIAL PLANNER ™ designations and really began separating and personalizing our work from others in this industry.
We’ve created a culture where we strive to make financial issues simple so that our clients can focus on the areas that mean the most in their lives. Money doesn’t have to be complicated, we’re here to serve you and develop plans that make sense for your needs and goals.
I’m a blessed man and have been married to my lovely bride since 2011. We welcomed our favorite person ever, our son Reid, in 2016. We enjoy spending time with our family, hunting and playing on our small farm and traveling when we can.
GETTING TO KNOW JONATHAN
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