Jonathan Penn

Jonathan has over 18 years of experience serving the unique financial needs of individuals and families. A graduate of Stephen F. Austin State University with a degree in Business Administration and Business Communications, Jonathan has a diverse background serving teams of employees as a Business Process Improvement Facilitator with Louisiana-Pacific, serving patients and physicians as a Team Leader in the field of cardiac rhythm device management with Boston Scientific, and serving individuals and families with their comprehensive financial needs as an advisor with a family wealth management office and as a Financial Consultant/Vice President with Charles Schwab.

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the National Social Security Advisor designation. Jonathan enjoys spending time with his wife Shauna, their two daughters, Audrey and Andie, and their houseful of “crazy critters.”

Jonathan is a strong believer in regular exercise, and he will never turn down a good cup of coffee. Jonathan and his family support the humanitarian relief efforts of World Vision International.