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Jonathan is a Financial Advisor and specializes in investment, education, retirement, estate, and insurance planning. He partners with clients to craft a customized financial strategy using cutting edge planning software Goal Plan Monitoring (GPM) and helps guide clients to improve their understanding of their finances while providing a high standard of customer service. His true passion is to provide financial value to those he serves and to support them in managing their daily financial risks.
Jonathan joined First Investments & Planning in 2013 after graduating from Fort Hays State University in Hays, Kansas where he earned a Bachelor’s degree in secondary education and a degree in history with a minor in political science. Jonathan holds the Accredited Asset Management Specialist (AAMS®) designation through the College for Financial Planning (CFP).
When not advising clients, Jonathan enjoys spending time with his family, backyard grilling and playing cars and trucks with his young sons.
Jonathan is active in his community and volunteers for many local Kansas City organizations, is a member of First National Bank’s Employee Engagement Committee and serves a volunteer coach for Bridges, a youth sports program sponsored through his church.
4650 College Blvd., Suite 300
Overland Park KS 66211
I want the people I meet to be prepared for not only retirement, but also for any unexpected circumstances. Having a solid plan in place will help not only my clients, but their loved ones too.