Jonas serves as a Senior Wealth Management Advisor at OneDigital, based in Greensboro, NC. He lives there with his wife, Cierra, and their dog, Bella. Jonas specializes in guiding individuals and families through the intricacies of financial planning and investment management.
As a holder of both the Certified Financial Planner (CFP®) and Certification for Long-Term Care (CLTC®) designations, Jonas brings a comprehensive understanding of the financial landscape. He is adept at addressing the unique challenges associated with planning for all of life’s milestones.
Jonas is deeply passionate about educating his clients, empowering them to make informed financial decisions. He believes in fostering long-lasting relationships rooted in trust, transparency, and mutual respect. His ultimate goal is to provide his clients with peace of mind, secure in the knowledge that their financial future is well-managed.
Outside of the office, Jonas enjoys playing golf, traveling, and spending quality time with his family.