Meet Our Team

Jonathan is a Texas-based life and health insurance broker with 14 years of experience. In that time, he has helped thousands of Americans save money and improve their insurance benefits and coverage. His dedication and client-focused results have earned him national recognition as a top producer with multiple leading insurance carriers. He holds advanced designations including Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), Certified in Long-Term Care (CLTC®), and Chartered Life Underwriter (CLU®). These credentials reflect his specialized expertise in financial planning, retirement income strategies, long-term care solutions, and life insurance and estate planning. With this broad knowledge base, he is well-equipped to address even the most complex insurance and financial needs. He specializes in working with individuals and families who have substantial assets, helping protect their wealth and plan for the future. Drawing on his estate planning knowledge, he offers basic estate planning services—such as drafting wills and trusts—in coordination with his clients' attorneys and financial advisors. This collaborative approach ensures each client's insurance strategy is aligned with their broader legal and financial plans, providing a comprehensive path toward security. Known for his warm, professional, and trustworthy approach, he prides himself on building long-term client relationships and working hand-in-hand with other professionals to achieve the best outcomes for those he serves.

Kasey brings over 10 years of expertise in employee benefits and group insurance. He works closely with businesses to design comprehensive benefit packages that attract and retain top talent while managing costs effectively.