Since early teen years, Jonathan has been motivated to assist others in experiencing the best that they can be. He saw some families struggle and some become successful and somehow felt he could make a difference in others by educating and guiding them in making good financial decisions.
He was driven with this passion and therefore early in his professional life achieved not only his securities license, but a B.B.A., M.B.A. and Certified Financial Planner™ (CFP®) designation. His financial advisor career started with Fidelity Investments where he assisted clients for 8 years.
By joining Granite Financial group, a comprehensive advisory firm, Jonathan is now able to expand beyond the advisory services of past limitations. He now utilizes all his education, all his talents, and all new available strategies to counsel families to live joyful sufficient lives with a great level of peace about their future.
Born in Dallas Fort Worth area into a Christian home, integrity and service mindedness drives him to please all he serves. With his lovely new bride, Cathy, together they serve in their local church and community events.