Black and white professional headshot of a smiling man wearing a dark blazer and a checkered shirt.

Jonathan Roby, CFP®

Financial Adviser

EMAIL: j.roby@asendowealth.com

Jonathan helps clients navigate financial decisions by delivering personalized planning and trusted guidance designed to support their lasting financial well-being and financial confidence.

EDUCATION AND QUALIFICATIONS

  • Bachelor’s degree in marketing, minor in business management, Mount Vernon Nazarene University

  • CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)

COMMUNITY PARTICIPATION

  • I lead financial literacy workshops at Ethos Church.

Q&A

What inspired you to pursue this profession?

I was drawn to financial planning because it sits at the unique intersection of problem-solving and relationship building. I enjoy helping people navigate important decisions, and I love getting to know clients from different backgrounds and learning about their unique goals and circumstances.

What part of your work gives you the most satisfaction?

Helping clients transform financial complexity into a structured, actionable plan is incredibly rewarding, especially when it gives them greater confidence in their future.

What is your favorite travel destination?

Our family’s go-to destinations are Siesta Key, Florida and Norris Lake, Tennesee. They’re both longstanding family traditions that we look forward to continuing with our kids.

What do you enjoy doing outside of work?

My wife and I have three young children, so when I’m not working, we are enjoying breakfast walks, bike rides, playground trips, and ice cream dates. I’m also overly invested in Ohio State football

What was your first job?

My first job was working on a construction crew for my uncle. It taught me the value of hard work at an early age, and I'm grateful for the life skills, discipline, and work ethic I gained from the experience.

If you could have dinner with anyone, living or historical, who would it be?

If we can add fictional characters to the list, I’d want to have dinner with Michael Scott from The Office. The conversation would be completely unpredictable, and that's exactly why I'd want a seat at the table.

 

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