Chief Operating Officer, Vice President, & Financial Advisor
With a focus on helping clients make work optional and maintain that status, Jonathan is passionate about helping people. He brings his academic credentials and experience to bear when helping to analyze accounts and financial plans. Jonathan is also a specialist in business operations and administration–focused on efficiency, productivity, and an exceptional client experience.
Jonathan graduated with his Master’s in Business Administration from Oral Roberts University. He additionally holds a second Master’s degree, a Master of Science in Financial Services (MSFS) with a concentration in Financial Planning from Saint Joseph’s University.
As a CERTIFIED FINANCIAL PLANNER™, Jonathan is committed to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those he serves.
He serves on the Board of Directors for the local non-profit Emergency Infant Services, and is an alumnus of Leadership Tulsa’s Class 51. Additionally, Jonathan is an Adjunct Professor at ORU, teaching Personal Financial Planning at the college level. Jonathan, his wife, Deanna (a Registered Nurse), and their daughter Adaline live in Tulsa and have been lifelong residents of Green Country.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Please listen to Jonathan Hall’s interview on KRMG: