Associate Financial Planner
Jonathan joined Mercer Advisors as part of the HYA Advisors acquisition. At HYA, he started as a Wealth Management Intern until he began working full time as a Client Service Associate. He takes pride in delivering high-quality work in a timely manner. Prior to starting his financial career, Jonathan graduated from Missouri State University with a bachelor’s degree in Finance with a personal financial planning emphasis. He is currently pursuing the CFP® certification. Jonathan enjoys furthering his relationship with clients while helping create solutions for their long-term financial goals. Outside of the office, he enjoys watching football, duck hunting, and travelling to anywhere with a beach.