CFP®, CLU®, RICP®, CASL®, WMCP®, ChFC®

Founder, CEO, Wealth Management Advisor
Jonathan started his financial services career as a bank teller at age 18 while paying his way through college. He was investment licensed and a Financial Specialist at age 21 even before graduating with a Finance Degree from the University of South Florida. After a nearly 10 year career at First Union / Wachovia (now Wells Fargo), Jonathan worked with Northwestern Mutual for nearly 13 years as a Wealth Management Advisor and Managing Director amongst other titles. In 2021 Jonathan started Intentional Wealth with a specialized focus on retirement planning.
Jonathan knew from his early teenage years that he wanted to be in finance in some type of capacity, and he loves his financial planning career. Jonathan states, “I love what I do (financial planning), I love who I get to do it with (my team), and I love who I get to do it for (my amazing clients).” He is more passionate than ever about helping his clients achieve their financial goals.
Jonathan is married to his wife Rebecca, and they have 4 children and 2 grandchildren. A Florida resident since age 6, Jonathan loves his community and is actively engaged in local ministry at CenterPoint Community Church and global outreach with Hope Project International. Jonathan loves traveling and exploring the world with a camera in his hand and his family by his side.