During his tenure in the financial industry, Jonathan has consistently helped individuals to meet their financial and career goals. As a Partner with WestPoint Financial Group in Chicago, Jonathan is dedicated to the professional advancement of financial professionals so they can provide effective and innovative solutions to meet the needs of their clients.
Jonathan’s experience has afforded him a range of responsibilities in financial services, providing him with a holistic approach to leadership and career development. He holds a Bachelor of Science in Biology from Faulkner University in Montgomery, AL and then attended graduate school at Auburn University in Auburn, AL.
After leaving Auburn, he set his sights on a financial services career, joining New York Life Insurance Company in the Huntsville, AL General Office in the fall of 2013.
Over the course of his New York Life tenure, Jonathan was a successful producer and manager, qualifying for Executive Council in 2015 and President’s Council in 2018. In August of 2015, he was promoted to become a Sales Development Manager in the Norfolk, VA General Office, where he served his role in the training and development of new advisors for 3 years before returning to production in 2018. He then qualified for 2019 Million-Dollar Round Table as part of the Chattanooga, TN office and eventually returned to the management ranks as a Partner in that firm.
Jonathan moved to Chicago, IL from Chattanooga, TN in November of 2019 to become a Sales Manager in the downtown Chicago MassMutual Office, before recently merging with WestPoint. He enjoys playing guitar and piano, playing ping-pong and basketball, and spending time with friends and clients. He is passionate about building a successful financial practice, while also empowering other high-caliber men and women to create the careers and lifestyles of their dreams.