Jonathan graduated from Kansas State University with a degree in Personal Financial Planning, where the program is consistently ranked among the top in the nation. During his time at the university, Jonathan gained valuable experience working as a financial counselor, assisting both faculty and students with their financial needs. He also completed a summer internship as a financial planning intern, further honing his expertise. Jonathan was an active member of the Financial Planning Association (FPA), where he served as a chair member, contributing to the growth and development of the organization. Jonathan currently works as a Compliance Analyst for Summit.
Outside of work, Jonathan enjoys staying active through running, lifting weights, and hiking. He is also a big sports fan. As the youngest of five siblings, Jonathan has a strong sense of family and enjoys spending time with loved ones. He is also a proud cat owner and adores his feline companion, Puma. Jonathan’s diverse interests and commitment to both personal and professional growth make him a valued member of the Summit Wealth Group team.