Jonathan is an independent Certified Financial Planner in Frisco, Texas. Since 2001, he has prioritized his clients' best interests and enjoys educating others on financial topics, meeting new people, and witnessing their success. He is passionate about creating a better future for his family and wants to help others do the same for their families.
He loves the quote "Good fortune is what happens when opportunity meets planning." -Thomas Jefferson.
Jonathan is the oldest of 4 children and grew up all over Texas. He attended High School in San Antonio and worked on the Riverwalk giving tours on the boats. After graduating from High School he served a 2 year mission in Orange County, CA. After becoming interested in Business he decided to pursue a Business degree and eventually graduated from the University of North Texas with a BBA in Financial Planning in 2001.
During his Senior year at UNT he started working for a Financial Planner and earned his insurance and securities licenses. In 2015 he completed his goal of becoming a CFP, Certified Financial Planner. He continued to work for others while building his own clientele.
In 2020, he was named a Dave Ramsey SmartVestor Pro, helping even more people follow Ramsey's Baby Steps and achieve their goals.
In 2023, he founded Envision Financial Planning and continues to serve his clients.
Married for over 26 years, Jonathan and his wife Meredith have four daughters and a son. He enjoys family time, running, and biking.