CFP®, SE-AWMA
Private Client Group Planner
As an intern I quickly saw the culture, values, and the impact Savant has. Joining Savant allowed me to work with some of the best professionals in the industry who are also some of the best people. I look forward to developing as a professional and as a person while being able to help many people along the way.
Jonathan has been involved in the financial services industry since 2019. He earned a bachelor of science degree in finance and risk management/insurance with a minor in economics from Illinois State University. As an honors student at ISU, Jonathan earned several recognitions including the ISU Finance Futurity and Finance Initiative awards and participated in the Financial Planning Association and Students in Finance.
Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and a Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMASM). He enjoys spending time with family and friends, the outdoors, traveling, and sports.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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