Jonathan holds a Bachelor of Science in Finance and Marketing from Butler University in Indianapolis. During his studies, he completed three internships in wealth management, beginning with Oak Partners, where he gained invaluable hands-on experience. He has since returned to Oak Partners to assist in account management, investment research, and portfolio design. Jonathan is also certified with a Series 7 and 66 held through LPL Financial.
Outside of his professional life, Jonathan values quality time with his family and his girlfriend of five years. He is passionate about both snow and water skiing.