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Jonathan is an Advisor with First Investments & Planning 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
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.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE