Jonathan strives on a daily basis to provide individualized plans and paths for his clients, helping them to achieve their short- and long-term financial goals – whatever they may be. As an independent advisor with Raymond James, he believes he has access to the expanded investment tools and products he needs to truly focus on those he serves.
From 1998 to 2000, Jonathan served in the infantry of the United States Marine Corps. His service has enabled him to apply a goal-oriented, disciplined approach to helping his clients achieve their financial objectives. Prior to joining Raymond James in 2015, he was employed as a financial advisor with Edward Jones for eight years.
Jonathan and his wife, Jessica Rae, live in Queen Creek with their sons, Jonathan and Jameson. Active in his community, Jonathan serves as a mentor with Big Brothers Big Sisters of Arizona.