Jonie works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.
Professional Designations
CERTIFIED FINANCIAL PLANNER™
Education
University of North Carolina Wilmington, B.S., Business Administration
Read more about Jonie
What sparked your interest in financial planning? What fuels you every day in your work?
My mom became a widow as I was graduating from college. Wanted to help her with all the financial decisions she faced.
Where did you grow up? Where do you live now?
Born Princeton, NJ, moved to Durham, NC, now live in CLT.