Growing up as the son of one of the industry’s leading long term care insurance producers, Jonathan is intimately familiar with the long term care insurance space and brings a wealth of educational knowledge to his clients. Jonathan realized the vital importance of long term care insurance after personally watching three of his four grandparents need unexpected long term care, and he experienced the strain it placed both on family members and finances. He made it his passion to help people avoid similar situations in their own lives. His clients consistently appreciate his candor and understanding as he works to educate and inform.
After graduating with honors from Lamar University in Texas with a bachelor’s in History and a minor in Business, Jonathan immediately became licensed and joined the family wealth advisory practice, working alongside his father to help their clients protect the people they love and the assets they have diligently worked to accumulate. He was recognized as a leader in the insurance industry early on, qualifying as a member of the Million Dollar Round Table (MDRT). In addition, as a fiduciary investment advisor representative with Aegis Wealth Management, a registered investment advisory firm, Jonathan helps his clients understand how to both protect and grow their assets. Jonathan enjoys speaking to groups, businesses, and associations, educating his audience on long term care insurance and other financial matters.
In their spare time, Jonathan and his wife participate in a small ministry which he founded among orphans in rural Zambia, Africa. He tries to travel there at least once a year. When not busy with work or church activities, Jonathan and his wife enjoy exploring their native Texas and fellowshipping with family and friends.
Licensed in: AR (#16948499), AZ, CA (#4108234), FL, GA, IA, IL, KY, LA (#615892), MI, MO, NC, OH, OK, OR, PA, SC, TN, TX (#1825457), UT (#715392), VA, WA