Ask me about…

Investment Planning
Education Planning
Retirement Planning

About Jonathan
Jonathan specializes in personal financial planning.

Education
Bachelor of Science, The University of Alabama
Master in Professional Accounting, The University of Texas

Certifications
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Professional/Civic organizations
Alabama Society of Certified Public Accountants (ASCPA)
American Institute of Certified Public Accountants (AICPA)
ASCPA – Birmingham Chapter

Personal interests
Spending time with family and friends, following University of Alabama athletics, and running.