Jonathan lives with his wife Julia, their two horses, two cats, and greyhound in Ocala, Florida.

Jonathan has been passionate about the financial industry his whole life. His first steps as a baby were in his hometown's small bank, where he later interned and worked through high school and early college years. His favorite game growing up was Monopoly, he opened his first Roth IRA the day he turned 18, and he's been investing ever since.

Jonathan attended Clemson University and earned a Bachelor's degree in Financial Management with a minor in Accounting. After graduation, he began his career at Vanguard, where by the end was managing a book of hundreds of households with hundreds of millions under management. Over his time at Vanguard, in addition to passing the Series 7, 63, and 65 exams, he attained the CFP®, CFA, CTFA, and ChFC® designations.

To this day, he continues to have a passion for learning, having received his latest designation in 2023 and already eyeing a 5th designation.