Jonathan is a Principal with Financial Resource Management (FRM). He develops and implements financial strategies for individuals, families, and closely-held business owners. He seeks to be comprehensive and responsive in his practice. By listening and effectively combining creativity with discipline, Jonathan helps clients address all aspects of their financial lives and provides the roadmap needed to achieve their financial objectives. He specializes in financial and estate planning, retirement planning, investments, and insurance and has 15 years of experience as an advisor. He maintains both securities and insurance licenses.
Jonathan graduated from Auburn University with a degree in business administration. Over the past 13 years, he has been involved in leading worship at his church, First Evan, in Memphis, Tennessee. He and his wife, Jenny, have been married for 15 years and have 2 young children. They enjoy traveling together, volunteering with student ministries at First Evan, and spending time with family and friends.