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Jonathan Marshall founded Divinity Group because he wanted to break the mold. Jonathan is also an Advisory Representative of Lincoln Financial Securities, Member SIPC. He believes financial planning is all about fitting a plan to the individual – never the other way around. That’s why he built of team of professionals from several specialties, working together to provide complete and customized plans for the people they serve.
With more than 20 years of financial experience, Jonathan knows working on a financial plan is a lot like working on your golf game – you can buy great clubs, but you’ll never succeed without a great swing. When he works with clients, he first offers education, breaking down even the most complex concepts so they can fully understand their finances. Only after they’ve covered the fundamentals does he fit the client for their “clubs” – the individual pieces of their plan that are tailored to their needs.
Jonathan’s passion for financial education extends beyond his clients. He is an advocate for training and succession planning in financial services, helping experienced advisors with exit plans and helping new advisors find success in the industry. He also volunteers as a Junior Achievement teacher, helping students – and sometimes, their parents – achieve a higher level of financial literacy.
Jonathan earned his bachelor’s degree in business administration from Thomas More College, and his master’s degree in management from The American College. Additionally, he has earned the designation of Chartered Retirement Planning Counselor (CRPC), and Corporation for Long Term Care Certification (CLTC). As an active participant in his local and professional communities, he is a member of Leadership Kentucky and Leadership Northern Kentucky, the National Association of Insurance and Financial Advisors, Million Dollar Round Table, GAMA International and Business Networking International.
Even though he considers his profession so fun it often doesn’t feel like work, he ensures he protects his valuable time with his wife and their children – his true passions. They have a love for all things Disney and enjoy vacationing at Disney World frequently. As a former Marine, Jonathan also likes physical and mental challenges such as the Tough Mudder, and enjoys competing in Run Disney marathons and races alongside his wife and kids.
Securities and advisory services offered through representatives of the Lincoln Financial Securities Corporation Member SIPC. DG Advisors is not affiliated with Lincoln Financial Securities Corp. For broker-dealer clients, email: email@example.com.
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As Vice President of Investments Division, Mark’s first priority is helping you reach your financial goals. Mark splits his time between our KY and OH offices to make meetings convenient for you, his clients. Mark prides himself on delivering the professional, personalized service you need to make informed decisions about your financial future. By getting to know his clients’ needs and wants, well, Mark is able to develop a strategy designed to pursue specific insurance needs and financial objectives. Mark’s expertise centers around providing in depth financial analysis and customized investment plans, as well as high level assessments of estates, so that sound decisions can be made for important life events such as college tuition, legacies for grandchildren, living the retirement lifestyle desired or being charitably minded.
Mark is a Certified Financial Planner (CFP)™, and holds his CRPC certification and series 6, 7, 63 and 66 registrations. Mark graduated from Wright State University with a degree in Financial Services, and resides in Liberty Township, OH with his wife Dani, and two children Kenli (age 8) and Logan (age 5).
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Marlene Stewart is the Client Relationship Manager for Divinity Group Family of Services – primarily assisting clients of DG Advisors and DG Law. Being fully licensed in Life and Health, Marlene will be able to quickly handle most client issues on behalf of Jonathan Marshall and Mark Lindloff, as well as assist in other back office support. Marlene is who you can expect to schedule appointments for you and be your communication liaison between your annual review appointments. When not in the office, Marlene enjoys spending time with her husband, Dan, and their 2 sons, Zachary & Jacob. Outside of supporting her boys in their activities, she enjoy attending a women’s Bible study, hosting a church small group at their home, and going on walks with her husband. If any free time is left after all of that, she enjoys reading, scrapbooking and making time to have lunch with a friend.
Ronnie L. Holmes, Jr. leads Thoroughbred Financial Agency working with advisors in the Northern KY/Greater Cincinnati area. His vision for his firm is to provide advisors with the expertise, resources, and personalized attention required to help families and business owners build and transfer wealth. By all accounts, he believes that vision has been achieved.
Ronnie entered the financial services industry in 1995 with an independent brokerage firm. Since joining Lincoln Financial Group in 2006, he has been recognized year after year for his many accomplishments with his firm’s growth. Ronnie’s responsibilities are primarily directed at recruiting, training, and helping to ensure the continued success of his advisors and their clientele, both qualitatively and quantitatively. He focuses a significant amount of his time and expertise on marketing life insurance sales strategies and offering advanced case design and financial solutions. Ronnie has earned his life and health licenses, as well as FINRA sponsored Series 6, 26, 63, and 65. Ronnie has also earned his Chartered Retirement Planning Counselor designation.
Active in his community, Ronnie serves on the Cincinnati Chapter of SFSP and is Past President of NAIFA NKY. He is actively involved in the boards for St. Paul Parish, St. Paul School, and St. Paul Boosters. Ronnie resides in Union, KY with his wife Nicole and daughter Grace. When Ronnie is not working, you can find him on a soccer field or basketball court with his daughter Grace.
James Davis has been with DG Advisors since 2016. He believes his previous 20 years as an advisor representative providing advice to public sector employees and business owners has created an ideal foundation for his work as a financial advisor.
Before joining DG Advisors, James spent 14 years in roles with TIAA-CREF and MetLife Resources working specifically with public sector employees in the state of KY and other states around the country. James' duties included, but not limited to - conducting group educational meetings, one-on-one account reviews, provide advice around income and distribution planning and provide planning services to help clients and spouses transition into retirement. Attention to detail, good listening skills, and great empathy are symbols of his appreciation by his clients. He is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
James is a proud recipient of an Indiana University degree and has completed his qualifications to sit for the Certified Financial Planning exam through Xavier University. His focus is on public sector employees and health practitioners, small business oweners and collegiate sport professionals.
Away from the business, he enjoys being a lead singer in a band, working out, serving on the church worship team, and spending time with family and friends.