About
Jonathan believes that his constant interaction with clients is the foundation for success. He serves on the portfolio construction team and is actively involved in the management of client portfolios. Jonathan and his wife Eliza live in Charlotte with their two daughters. Also active in the community, he is Past Board President of Wayfinders, a local organization that provides summer learning experiences for low-income CMS students.
Contact Jonathan at (704) 409-2582
Articles by topic
Blog
Your home may be more than just a place to live—it could be a powerful financial asset in retirement. Explore strategies to unlock its value and support your long-term goals.
Blog
Cyber scams aren’t anything new, but they are getting worse. Learn how to protect yourself and your business from cyber scams with these principles, examples, and tactics.
Blog
Cyber scams are nothing new. Here are four easy, common-sense ways to begin protecting yourself online.