,CFP®
Jonie works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.
What sparked your interest in financial planning? What fuels you every day in your work?
My mom became a widow as I was graduating from college. Wanted to help her with all the financial decisions she faced.
Where did you grow up? Where do you live now?
Born Princeton, NJ, moved to Durham, NC, now live in CLT.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-358-3322
CERTIFIED FINANCIAL PLANNER®
University of North Carolina Wilmington, B.S., Business Administration
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