We help you build a comfortable future.
Jonathan Greeson is a Series 65 Licensed Financial Advisor, CFP® Professional, and North Carolina State University alum living in his hometown, Pikeville, North Carolina.
Prevailing through it all.
Born with a type of Muscular Dystrophy*, Jonathan has always used an electric wheelchair to get around.
Prior to owning his own practice, he worked as a Budget Analyst for Wayne County 4-H, wrote and published his book, My Online Angel, and founded the North Carolina Electric Wheelchair Hockey Association.
In his free time, Jonathan enjoys reading comic books, watching movies, writing, drawing, and playing hockey.
What others may view as a hindrance,
I see as an opportunity.
What we believe.
All can achieve the American Dream through hard work, discipline, patience, and a proper financial plan.