Jonathan Leftwich is a financial advisor at NetWorth Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual and ANNIMAC Home Mortgage. In addition to his advisory role, Jonathan is a licensed agent providing health insurance sales and service to individuals and small businesses. NetWorth Asset Management offers fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages portfolios on a discretionary basis using model portfolio asset allocations aligned with client objectives and conducts regular account monitoring and suitability reviews.

Roger Hubley is a financial advisor with Networth Asset Management, Inc., holding the CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Networth Asset Management since 1977 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of his advisory role, he serves as an officer of CarAmy, LLC, a real estate investment company. Networth Asset Management is a fee-based SEC-registered investment adviser providing discretionary portfolio management and consultation services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages approximately $102.9 million in assets, employing model asset-allocation portfolios tailored to client investment objectives with ongoing advice and regular portfolio monitoring.