JONAS BOYER, CFP®

My role at TFA

I proactively work with clients to identify their top priorities and develop a plan to best utilize their available resources to achieve their short and long-term goals.

My motivation

I chose the financial planning profession because I want to have a meaningful impact on the community I serve. It’s a very rewarding feeling to see clients achieve goals that we’ve been working towards for several years.

My life outside of TFA

I enjoy playing golf, traveling and spending time with my family and friends.

I live in Greensboro with my fiancée, Cierra, and our Silver Labrador, Bella.