About Jonathan

I am a Wealth Management Advisor at TIAA with over 19 years of experience in the financial services industry. I am the oldest of 11 grandchildren and watched my grandparents become frugal and save just years before their retirement. I realized that they needed more guidance earlier in their retirement planning process, so I felt drawn to the path of being an advisor. I help my clients develop plans designed to enable them to achieve their retirement goals. My areas of focus cover financial planning, asset management, estate planning strategies, and retirement income planning. I received my bachelor’s degree in philosophy and American studies. I went on to earn my Master of Business Administration from the University of Maryland. I reside in Northwest Arkansas with my wife, Jessica. We have two teenage children, Naomi and Nathan. I spend my free time at the CrossFit® Box, riding the local bike trails, and with my friends and family. We have two poodle-mix dogs and enjoy both morning and evening walks in our neighborhood. Arkansas Insurance License #7892487