Jonathan has been a Certified Financial Planner for over 5 years. He took over as lead advisor at Wichita Wealth after only 4 years in the industry. This is 6 years sooner than the industry standard. In addition to his CFP, Jonathan also has his Series 65 license. He has worked with hundreds of clients to help their retirement be financially successful. Jonathan spends over $15,000 a year on continuing education and professional development to ensure he is always bringing the very best ideas and advice to his clients. As a young advisor, he works with retirees because it is not right that they have to find another advisor just as they are nearing retirement. Over time, Jonathan discovered an interest in wealth management and financial planning. This began what would be a long conversation with Jeff Stukey, his father-in-law, regarding working for the family firm. He joined Wichita Wealth Management in 2016 as an Associate Financial Planner. Jonathan completed the Certified Financial Planner Professional Education Program through the College for Financial Planning in 2017 and completed all the requirements to become a Certified Financial Planner™ professional in 2018. Jonathan became the owner of Wichita Wealth in January 2022 as Jeff stepped away from day-to-day operations of the firm. Jonathan and his wife Annie, along with their daughter, live in Wichita and love being back in Kansas and near to family. Jonathan loves reading fiction and participating in outdoor sports such as skiing and backpacking.