CPA, Financial Planner
Jonathan is an alumnus of Texas A&M University and received his Bachelor of Business Administration and a Master of Science in Accounting. He is a Certified Public Accountant and Investment Advisor Representative.
He previously worked at PricewaterhouseCoopers as a corporate auditor in the assurance department. There, he diligently reviewed the financial statements of large corporations to ensure the information was accurately reported and to protect the reliability of the financial markets. Since joining CWA, his attention to detail has afforded him the ability to take a dynamic view of his client’s practice and personal finances to create a wholistic financial plan.
“Working with clients allows me to leverage a combination of my technical financial training and interpersonal relationship skills. It’s such a rewarding opportunity to not only help my clients make smart financial decisions in their practice but then shift that growth to impact their personal lives as well.”
Jonathan spends his free time working out, volunteering in the community through his church, spending time with friends and exploring new restaurants.