Johnathan founded Big Money Retirement Solutions in 2020 after successfully building and selling a captive insurance agency focused on retirement planning. Becoming a fiduciary was a turning point—one that solidified his belief that independence, transparency, and putting clients first create better outcomes. He built Big Money around best-in-class planning strategies, technology, and investment solutions to give clients clarity and confidence in every stage of retirement. Outside of the office, Johnathan enjoys skiing and vacationing in Palm Beach with his wife, Samantha, and their son, Emmett— especially golf cart rides with Emmett, his favorite way to unplug and be present.

Teddy is a Financial Advisor who holds a Series 65 license and a life and health insurance license. Teddy joined Big Money in 2024 where he aims to provide clients with a roadmap to financial success in their retirement. With prior experience in holistic financial planning, he is able to use his wide range of knowledge to make sure clients are on the right path to financial freedom. Prior to joining the finance industry, Teddy played baseball at Erskine College. He and his wife, Megan, have a daughter who they love to spend time with. His hobby of choice is playing golf.

Luke is an accomplished Lead Financial Advisor who joined Big Money Retirement in 2023, bringing with him a wealth of experience as a wealth management stock trader from Auckland, New Zealand. A graduate with top honors in Financial Economics, he excels in investment research and retirement planning optimization. As a Series 65 holder and National Social Security Advisor (NSSA), Luke leverages his global perspective and analytical acumen to enhance client portfolios and retirement planning strategies.