Jonathan Harrison, CFP®, CKA®
I realized I wanted to do this work when a financial planning mentor shared how impactful his practice was in clients’ lives. I realized he was doing deeply stirring ministry. Now I am helping people every day with their biggest dreams, desires, fears and most significant relationships. We’re dealing with everything important in their lives.
Jonathan Harrison, Wealth Advisor, earned his Master’s in Biblical Theology from Maranatha Baptist University, but took plenty of calculus in college for the fun of it. At the time, he had no idea how these left brain and right brain ways of thinking would come together. But God had a plan!
Jonathan and his family moved to Kansas City to help start New Life City Church in the Crossroads District. “Things really started to click when I worked at the National Christian Foundation (NCF) as a giving concierge,” he says. “I helped high net worth individuals with their philanthropy, which entailed both interesting family dynamics and complex giving. And on the technical side, I developed experience in the charitable arena few advisors can.”
After earning his CERTIFIED FINANCIAL PLANNER™ designation in 2011, Jonathan became a giving advisor, guiding his clients with more complex giving and charitable projects. During his time at NCF, he got to see over a billion dollars given away for charities and nonprofits. “What I enjoyed more than anything was serving those families,” he says. That determination to serve families drove his transition to Sound Stewardship.
Today, as a Financial Advisor at Sound Stewardship, Jonathan enjoys guiding his clients in solving problems that can sometimes feel insurmountable. “Money problems can seem overwhelming, complicated and impossible, but I enjoy helping clients as we get through all of that and see that burden roll off their shoulders.”
“Our Fee-Only model at Sound Stewardship, combined with our culture, allows me to be very open-handed in how I serve our clients,” Jonathan says. “I feel complete flexibility and freedom to encourage our clients in the way that’s right for them, never pressuring them.”
Jonathan and his wife Karen have three children and one dog, an Airedale Terrier. Outside Sound Stewardship, Jonathan enjoys running half marathons, reading and serving as board treasurer for Impact Foundation. He also enjoys working on his family’s 130-year-old home in Kansas City’s Pendleton Heights neighborhood, where he’s active in the community.