Jonathan Peters, CFP®, CKA
Wealth Associate
A skilled financial professional with a Certified Financial Planner (CFP) designation, Jonathan has over 18 years of experience in the financial and banking industries. He specializes in crafting tailored financial plans that help clients and prospects navigate their financial futures with confidence. Through strategic guidance and personalized solutions, Jonathan works closely with individuals to optimize their wealth management strategies and achieve their financial goals. His expertise in client relations and planning ensures seamless, insightful interactions that empower clients to make informed decisions.
Jonathan grew up as a missionary kid in Curitiba, Brazil, and speaks fluent Portuguese. He and his wife, Heather, reside in Winston Salem, NC, and are the proud parents of four children: Natalie, Benjamin, Julianna, and Levi. As a family, they enjoy outdoor activities, such as camping, kayaking, and hiking, and are passionate about helping refugees from around the globe through World Relief in High Point, NC. Jonathan also serves at his church in various volunteer activities.