Jonathan was born and raised in Louisville, KY, where he now resides. After graduating from Transylvania University, he began his career as a financial advisor and has over 15 years of experience in the industry. His passion is assisting families and business owners define what makes them happy and feel fulfilled. He is devoted to helping them develop a plan to pursue those financial life goals and adapt to new circumstances as they develop over time. In his personal time he enjoys traveling the globe, learning about new topics of interest, exercising to stay fit, and spending time with close family and friends.