Exit Planning Associate
As an Exit Planning Associate, Jonathan helps guide business owner clients through the process of building transferable value and crafting tailor-made transition plans. He is committed to helping business owners create plans to preserve what they have created, and manage contingency plans until they decide the time is right to transition from their life’s work to their next big adventure.
He also is deeply involved in market research and conducting due diligence on the firm’s risk-based portfolios in an effort to help clients better achieve their financial goals. He has an affinity for learning about new processes and opportunities and how they converge on the portfolio construction front.
Native to Louisville, Jonathan enjoys skiing, mountain biking, playing the bass, training Muay Thai, and hiking with his cat CC.