Questions and Answers Regarding Special Needs Planning
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you.
Jonathan is a financial advisor with Navigator Financial Group, a team practice within Thrivent Financial.
Professional Highlights
BFATM (Behavioral Financial AdvisorTM), a designation granted by Kaplan Financial Education.
RICPr (Retirement Income Certified Professional(r), a designation granted by the American College, Bryn Mawr, PA.
Education and Experience
FINRA Series 7 General Securities Representative.
FINRA Series 66 Uniform Combined State Law.
Life & Health Insurance License in Missouri, California, Colorado, Texas, Tennessee, Illinois, Indiana, Kentucky, Ohio, Michigan.
Personal Profile
Married to Katrina
Children: Timmy & Connor, ages 9 (sons with special needs)
Members at Mt Zion
UMC
topic: Question and Answer Session Regarding Special Needs Planning
The Helix School Speaker Series
May