Jonathan Roby

Jonathan Roby, CFP®

Financial Adviser

I collaborate with our team of advisers to help ensure that the needs of our clients are met on a daily basis. My responsibilities include answering client phone calls and correspondence, helping our advisers prepare important follow-up materials related to client meetings, and processing investment account deposits. I enjoy my interaction with clients and the different ways I’m able to contribute to their overall goals.

EDUCATION AND QUALIFICATIONS

BS, Marketing (with a minor in Business Management), Mount Vernon Nazarene University
CERTIFIED FINANCIAL PLANNER™ Professional

PERSONAL INTERESTS

Spending time with my wife, Morgan, and our daughter, Madeline
Morgan and I love trying new restaurants around Columbus

COMMUNITY PARTICIPATION

Volunteer, Columbus Dream Center

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