Jonathan has been serving local families along the Emerald Coast in his role as Wealth Advisor for almost a decade with the BayView team. He graduated from Troy University in 2012 with a Bachelor of Science Degree in Business Administration majoring in Finance and shortly thereafter joined the wealth management industry as a licensed financial advisor. In his role at BayView, Jonathan meets with clients and their families to fully address their financial goals and needs while also assisting the team in conducting investment management, financial planning and technology integration. He holds the CERTIFIED FINANCIAL PLANNER™ certification, an industry-recognized standard of excellence for financial planners. Jonathan lives in Destin and enjoys spending time outdoors along the Emerald Coast’s beaches and waterways with his wife, Michelle, and their two boys. He is also active in the community where he serves as Chairman of the Board of Trustees for AMI Kids Emerald Coast, a non-profit organization dedicated to providing GED services and vocational training for at-risk youth in Okaloosa County.