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Jonathan Winzeler, CFP®, Chfc, CLU, AWMA

Partner

Jonathan considers himself to be a financial architect by articulating the goals of a client, assessing their resources, and designing a plan to utilize these resources in the most efficient way to accomplish their goals. He enjoys managing the details of a plan to help clients pursue their ever-evolving financial goals.

Jonathan joined Sunburst in 2008 and has over 17 years of financial planning and investment management experience. He is a partner in our firm and serves as our Chief Investment Officer. He heads our Investment Committee, which is responsible for researching and identifying investment solutions for our clients. He holds a Bachelors of Science in International Business from Birmingham-Southern College and is also a graduate of the American College and the College of Financial Planning.

Jonathan and his wife Shelley have three children: Aiden, Miles, and Sienna. They are active members of Mountain Brook Community Church and are proud supporters of Restoration Academy, UAB Cancer Research, the Paulus Movement, Compassion International, and the Hope for Autumn Foundation.

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