Download (.PDF)Following a career working as a financial advisor and in the corporate office of a Broker-Dealer, Jonathan switched his focus to the qualified plan market. He joined The Retirement Plan Company in February 2019 as an Internal Sales Consultant and became the Internal Sales Manager in January 2022 and then Regional Vice President of Sales in June 2024.
He has developed internal processes to speed up onboarding new plans, worked with other departments to standardize the flow of information, and trained new internal and external sales team members. As of 2024, he has taken on a consulting role in our South-Central Region.
Jonathan holds his Series 6, 7, 63, and 65 licenses, and the Texas Life & Health Producer license.