Jonathan Slocum, CFP®
Principal | Senior Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Bachelor of Arts in business administration cum laude - William Tyndale College, Farmington Hills, MI
Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning. He helps clients include charitable gifting strategies into their overall planning. Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. Jonathan particularly likes being a fiduciary to his clients. It is a responsibility that he takes seriously.
Jonathan treasures family time in Northern Michigan and Wisconsin. He also enjoys mountain biking off-road, golf and attending the many activities in which his three children are involved.
JONATHAN’S WORDS TO LIVE BY
Save early, save often and leave people better than you found them.
“The Millionaire Next Door” and “Rich Dad/Poor Dad” by Robert T. Kiyosaki