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.