Senior Lead Planner
Jonathon is a Senior Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector. Jonathon started his career as a Life and Annuity Marketer completing product and case design for over 60 advisors. After discovering his passion and hunger to provide more solutions for clients, he started his own company and obtained the series 6, 62, 63 and 65 securities license(s) in an attempt to offer the entire universe of financial solutions to clients for over a decade. Jonathon now brings that wealth of information and experience to Facet. In his free time, Jonathon is a sports nut who enjoys following his Chicago sports teams and spending time with his wife Jennifer and two dogs, Wrigley and Ivy.
Education: Illinois State University (BS)
"You cannot escape the responsibility of tomorrow by evading it today." - Abraham Lincoln
Get to know Jonathon
Caught a home run ball from Curtis Granderson!
Family is forever.
A rare day in San Fran with no clouds!
Where's your favorite place in the world?
What's the coolest thing you're working on right now?
Volunteering on the CFP® Board Scholarship review to read and score applicant submissions to grant scholarships.
What was the best concert you ever attended?
What four individuals, living or dead, would you like to eat dinner with the most?
Mark Cuban, Brian Urlacher, Warren Buffet, Monty Williams