TEAM PROFILE

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

For over a decade 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 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.

Outside of work, Jonathan is a member of the Akron Torchbearers, serves on the board for the Friend of the Metro Parks, is a member of the St. Hillary Knights of Columbus, and is an active volunteer in multiple local charitable organizations including Habitat for Humanity of Summit County. He resides in Medina with his wife Megan, who is an intervention specialist, and their three dogs.