Jonathan has joined the team as an Associate Advisor. He will be responsible for creating, updating, and presenting financial plans to new and existing clients. Jonathan was born and raised here in Slidell. After graduating high school at First Baptist Christian School, Jonathan attended Mississippi State University and received a Bachelor of Science in Golf/Sports Turf Management. His dream was to become a golf course superintendent in the southeast United States. After graduating from college, he had the opportunity to travel to parts of Georgia and Central California to work for some of the world’s most famous golf courses, including Augusta National Golf Club, East Lake Golf Club, Pebble Beach Golf Links and Monterey Peninsula Country Club.
After almost 10 years in the golf course industry, he decided it was time to pursue life’s next passion. Over the last 3 years, Jonathan has taught Dave Ramsey’s “Financial Peace University” course at the church he attends. He has demonstrated the basics of budgeting, giving, saving, and planning for retirement. Educating others to be financially responsible really piqued his interest into the finance industry. Jonathan has been working through the Signature Program with LPL Financial to become fully licensed.
Outside of work, Jonathan loves doing yard work, playing golf, and going fishing. He is also planning a wedding and looking buy a house with his fiancé. He will be getting married in May of 2023.