CFP®, SE-AWMA
Private Client Group Planner
As an intern I quickly saw the culture, values, and the impact Savant has. Joining Savant allowed me to work with some of the best professionals in the industry who are also some of the best people. I look forward to developing as a professional and as a person while being able to help many people along the way.
Jonathan is a private client group planner in Savant’s Peoria, IL office.
As a CERTIFIED FINANCIAL PLANNER® professional and Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMASM), Jonathan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jonathan has been involved in the financial services industry since 2019. He earned a bachelor of science degree in finance and risk management/insurance with a minor in economics from Illinois State University. As an honors student at ISU, Jonathan earned several recognitions including the ISU Finance Futurity and Finance Initiative awards and participated in the Financial Planning Association and Students in Finance.
Jonathan enjoys spending time with family and friends, the outdoors, traveling, and sports.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.