Meet Our Team
Jonathan Upton, CFP®
- 7 years industry experience
- Business Administration with emphasis in Finance Degree from Transylvania University
- Series 7, 63 & 24 licensed with LPL Financial
- Certified Financial Planner™
- Chartered Retirement Planning Counselor
- Life insurance licensed
Jonathan is our head of investment research and responsible for working hand in hand with our CEO in developing investment models that add value to our client base. He is responsible for the creation and maintenance of comprehensive plans, tracking investment models, and spearheading presentations for prospects and clients. Jonathan is consistently enhancing the offerings from our firm.
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A Client-centric Approach to Service
Makes All the Difference
- Our service model is built around anticipating client needs
- Our responsive, experienced and vigilant team is committed to working dailyon your behalf
- Our service contract ensures a proactive approach, guaranteeing regular communication and instilling confidence
Importance of Teamwork
We achieve our high level of service through a team approach. Rather than having just one financial advisor working on your behalf, a dedicated group of professionals oversees your financial plan. In addition to Mark Lamkin, this team consists of wealth planners, wealth advisors and a number of support staff to ensure everything runs smoothly. Learn More
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Wealth Plan Investment Strategist
