Jonathan Sheets CFP®

Jonathan Sheets CFP®

I've always been a natural communicator. As a lifelong author and screenwriter, I know what it takes to tell a great story.   The narrative might begin as one big mess, but by the end everything comes together nicely. In a way, wealth management follows the same path. Clients may not know where they stand when they first step into my office, but I help to frame the narrative, create a plan, and bring it all together in the end.

I am a  CERTIFIED FINANCIAL PLANNER™ professional and a 30+ year industry veteran.  I focus on holistic, all encompassing planning that covers everything from basic cash flow to complex investment and estate planning strategies.

"Everything is interconnected. I can't adjust one thing without it affecting another, so I take into account the whole picture and plan with my client's end goal in mind."

I am a University of Richmond graduate. I have two wonderful children, Jakob and Kate and I'm married to my beautiful wife, Kristen.  When I'm not in the office, I like to write, and stay active.