TEAM PROFILE

JONATHAN HOUK, CFP®, QPFC®
Director of Retirement Services

Okay, let’s be honest, professional bios are garbage. If you want to know me, here are the three things I live my life everyday for so I hope everyone will know at my funeral.

• I loved my wife.
• I loved my family.
• I was an honorable man.

That’s all you need to know…but if you must…here is my professional bio.

For nearly two decades, Jonathan has passionately helped individuals, families and closely held businesses make prudent and impactful financial decisions. He is energized most when he and his team face new challenges and can develop meaningful solutions for clients.

As the Director of Retirement Services, he is responsible for the development, implementation, and management of strategic services to defined contribution plan clients. This includes providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, plan design and vendor management.

Jonathan also provides financial planning services to a number of the firm’s clientele and their family.

Jonathan earned two bachelor’s degrees from The University of Akron in business and finance in 2009. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Qualified Plan Financial Consultant designation.

In his free time, Jonathan is an active member of his community, serving as President of the Board for the Friends of Metro Parks, serving Summit County and is a member of The St. Hillary Knights of Columbus and a past member of the Akron Torchbearers. He resides in Medina with his wife Megan, son Lincoln, and their two dogs.