Why Work with Jonathan?

Jonathan joined Northwestern Mutual as a representative in 2011 and has grown his firm through hard work and dedication since. He quickly advanced into management as a College Unit Director and then Field Director. 

Jonathan and his team are passionate about not just helping and implementing plans but being in the center of their clients' financial lives. His team will work closely with your trusted network of professionals to help ensure your wealth accumulation, asset protection, and distribution plans are enacted to your expectations in a professional and efficient manner.

Awards & Recognition

  • Lives Leaders Summit (2015, 2019, 2023)
  • Top Company Honors
    • Lives, Top 50 in the Southern Region (2014-2019, 2021)
    • New Client Leader, Top 50 in the Southern Region (2012-2017, 2019)
  • Pathfinder Award (2018-2021): Northwestern Mutual's most prestigious award as it recognizes an advisor having an integrated financial planning practice 
  • Life Impact Award (2012-2021)
  • In 2014, Jonathan spoke on stage at Northwestern Mutual's Southern Regional Meeting in Atlanta, Georgia in front of 3,000 financial representatives.
  • In 2015, Jonathan was recognized on stage for being a leader in New Clients, enriching people's lives, in Northwestern Mutual's Southern Region.
  • In 2015, Jonathan was recognized as the Ken Sadler Award & Donald John Romero Award (DJR Award) recipient by the Managing Partner of Louisiana, Steven Dugal. The Ken Sadler and DJR Award recognize Jonathan for the substantial growth of his practice. He led the network in the growth of his business in areas of enriching lives and securing futures.
  • In 2016, Jonathan was the recipient of the Six Shooter Award by the Managing Partner, Steven Dugal. The Six Shooter Award recognizes Jonathan as the Financial Security Leader for representatives in their first 6 years.
  • NAIFA Quality Award (2014-2015)

Get to know Jonathan Personally

Jonathan is a lifelong resident of the Lake Charles Area. He and his wife, Leah, live in Lake Charles. They have four beautiful children, Everett, Mila, Greta, and Briggs.

Jonathan and Leah enjoy spending time with family and friends. They also enjoy attending sporting events and cheering on our own MSU Cowboys. They are involved in community projects as well as have recently started a neighborhood food drive.

Jonathan also enjoys golf and baseball. Jonathan played baseball for five years at McNeese State University, and he's a Boston Red Sox fan. Baseball has been a big part of Jonathan's life and he still enjoys it by coaching and teaching children about the sport.

Family picture

Community Involvement

In addition to impacting the lives of his clients, Jonathan strives to impact his local community. He is involved in the community by being a part of these organizations:

  • Board member of the American Cancer Society  in 2012 and 2013
  • Board member of The Southwest Louisiana Law Center  since 2013
  • Member of Fusion Five since 2014
    • Jonathan helps cultivate a positive impact on Southwest Louisiana by connecting and engaging with other young professionals in regional opportunities for growth and development.
  • Jonathan dedicates his time heavily to McNeese State University mentoring interns and other students as well as hosting class talks on business etiquette and networking
  • 2017-2022 Board member of the Pioneer Club
community