Jonathan Lohmann, Aams® Email & Phone Number

I am a financial advisor specializing in investment planning, education planning, retirement planning, estate planning and insurance planning. There is nothing more rewarding than helping clients get from where they are, to where they want to be. I enjoy educating and assisting individuals, families, and business owners as they work toward their financial goals.I partner with my clients to craft a financial strategy specifically for them using cutting edge planning software Goal Plan Monitoring (GPM). I help guide my clients to improve their understanding of their finances while providing a high standard of customer service. My true passion, as an advisor, is to provide financial value to those I serve and to support them in managing their financial risks they face daily.I have been married to my wife, Courtney, since 2016. We have two boys Jaxson and Caden. Outside of work I enjoy fishing, bike riding, hiking, hunting, and spending time with family.Want to chat? Email him at jlohmann@fnbk.comSpecialties: Investment Planning | Education Planning | Retirement Planning | Insurance | Risk Management | Long- Term Care | Estate Planning | Tax Planning | Debt ManagementSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Investment Products Are: Not FDIC Insured ● Not a Deposit or Other Obligation of the Bank ● Not Insured by any Federal Government Agency ● Not Guaranteed by the Bank ● May Lose ValueFor important disclosure information, please see "Social Media Disclosure" link in the Contact info section.

Listed skills include Banking, Credit, Investments, Retirement Planning, and 2 others.