Jonathan Taylor is a UNCW graduate and financial professional with over 10 years of experience in the financial industry, currently completing his Certified Financial Planner (CFP) designation. His career began helping business owners design and structure employee benefits programs — including 401(k) plans, health, and ancillary benefits — giving him a strong foundation in the complexities of financial planning at every level. That expertise naturally evolved into a passion for working with individuals, where Jonathan specializes in personalized investment strategies, retirement planning, and tax-efficient solutions tailored to each client’s unique goals. He has a particular focus on individual retirement planning and proudly serves federal employees navigating the distinct challenges of their retirement path.