Jonathan joined intellicents in 2022 as a Financial Consultant in our Personal Financial Management division. He focuses on building comprehensive wealth management and lifestyle planning strategies for individual clients, with an emphasis on professional athletes and highly compensated professionals.
Jonathan comes from a background as a collegiate and professional baseball player. He was a 1st team all-conference selection at Oklahoma State and was selected by the Milwaukee Brewers in the 2015 MLB Draft. Jonathan's professional career spanned five seasons, including stops in Mexico and the Dominican Republic. Jonathan began his career in the financial industry while still a professional baseball player. In 2018, he earned his Series 65 license during the offseason and began to work as an advisor focusing on socially responsible investment solutions, with his first clients being his teammates.
In his career Jonathan has worked on both the financial planning, and the portfolio management side of the industry. He has primarily worked with high income earners in both pro sports and the professional world throughout his career.
education & certifications
Jonathan graduated from Oklahoma State University with a Bachelor’s degree in History, and from the University of Missouri with a Master's in Personal Financial Planning. He has previously passed the following exams:
CERTIFIED FINANCIAL PLANNER™
Series 65: Uniform Investment Adviser
Life and Accident/Health Insurance
my idea of
living the dream
My idea of living the dream/financial freedom is being able to spend time with who I want, when I want, where I want.
this is my
This is my dream job! I signed a pro contract at 22 years old with a college degree in my back pocket, and I had almost zero financial literacy to speak of. I took one meeting with a financial advisor, and it went terrible! After that I dedicated myself to learning about investing, and absolutely fell in love with everything about it. I truly enjoy using that passion, along with knowledge and skillset I have picked up along the way to help others build their dream life.
this is how i
make it real
Spending time with my wife Maddie - who was a collegiate athlete and coach herself at the University of Central Missouri, and our two cats Pistol and Pete ( yes, they are orange!). You will most likely find Maddie and I out with our friends at a sporting event somewhere - OSU, UCM, Chiefs, Royals, or Sporting, you name it, we love to get out there!