Jonathan DeMoss, CFA

Jonathan is a financial adviser committed to helping individuals and families feel confident about their financial well-being. Taking a holistic approach, he educates and guides clients on all of life’s financial decisions involving investments, retirement, taxes, insurance, estate planning and more. Jonathan holds the Chartered Financial Analyst Designation and is a Dave Ramsey SmartVestor Pro. He also co-hosts the finance YouTube channel, Under the Buttonwood Tree.