Jonathan Sheets, CFP®

Jonathan Sheets, CFP®

Financial Advisor
CUSO Financial Services, LP* at UFCU

—If there’s a story to be told, Jonathan is the one to tell it.

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Profile

Jonathan is a natural communicator. As a lifelong author and screenwriting enthusiast, Jonathan knows 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 his office, but Jonathan helps to frame the narrative, create a plan, and bring it all together in the end.

He is a CERTIFIED FINANCIAL PLANNER™** professional and a 25+ year industry veteran who joined us a little over five years ago from a competing firm. He focuses 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. It just works out for the best that way.”

Jonathan is a University of Richmond graduate, a devoted father of two wonderful children named Jakob and Kate, and is married to his sweetheart, Kristen. When he’s not in the office, he likes to read, write, and stay active.

Get to Know Jonathan

What is your favorite holiday?
“Halloween.”

If you could meet anyone, living or dead, who would it be?
“John Sayles — He’s an independent writer/director in Hollywood and I’ve always been a big fan.”

What is the one food you would never give up?
“Sushi.” 

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

**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.

Phone (512) 977-7919