Jonathan Trusty started out in 2007 in banking, followed by roles in lending and underwriting, before forming Poling, Trusty, Young & Associates, now Southern Oak Wealth, in 2012. Jon has a unique depth of expertise in optimal debt risk and specialized retirement planning for business owners and executives. His extensive experience in personal and business finance allows him to design highly tailored solutions for those of his clients who are executives or stakeholders in companies. A graduate of the University of Tennessee, Jon lives in Brentwood with his wife Stephanie and their two sons, Breck and Jackson. They enjoy spending their free time at Center Hill Lake or on ski slopes across the US.