Jonathan W. Fitzgerald
Director of Operations
Jonathan coordinates and manages our operational systems and processes to ensure we are able to maintain excellent client service and business efficiency througout the financial planning and financial advising lifecycle with our clients.
From prior roles within national account management and sales, he has the first-hand knowledge that the backbone of any great client experience is follow through, seamless processes and coordination of a great team! In his spare time he owns and operates a custom woodworking business, where he enjoys being creative and delivering custom designs.
Jonathan has a bachelor's degree in science from Governors State University, an Associates Degree in Science and other professional certifications from his prior roles.
He resides in metro Atlanta with his wife, Teresa, their son and two dogs. Growing up in the midwest, he enjoys life in the south with the great weather and close proximity for travel, beaches and sunshine!