I am fulfilled by helping guide people through some of the toughest decisions they will make in life. I find I am most valuable to people who have complex situations and I can help them reach their goals with my experience and my knowledge as a Certified Financial Planner™ professional.*
I gain strength and encouragement from my wife and two children and I understand the invaluable part that our families play in financial decisions.
I love when I can help positively impact future generations and charitable causes that our clients are passionate about.
I understand how much I have been helped over my lifetime by those who have a heart of service, and I am committed to the same service. My hope for those who entrust us with guiding them in the journey to their financial goals is that they would feel confident and informed.
Before working with Edward Jones, I completed a degree in accounting at Auburn University and worked as a tax preparer long enough to know that it was not my passion. In 2010 I joined Edward Jones in Cullman, AL as a financial advisor. I have grown over those years as a financial advisor and also grown closer to my clients, many of whom I consider friends as well.
I enjoy the outdoors when I can steal away for a bit and depending on the time of year I may relax by being in the woods or by doing some fishing at the beach.
I feel honored to be able to serve my clients and I look forward to guiding many more to achieve their goals!
* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My Personal Interests
- Spending Time with Family
Office Address720 2nd Ave SW
Cullman, AL 35055 opens in a new window
Phone NumberJonathan Dvorak at (256) 737-7288
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More