Our Staff

Jonathan D. Charest, MSFS,CFS, RFC , CSA-  Managing Partner and holds a Bachelors Degree in Marketing and a Master of Science in Financial Services. He has earned the designations of Registered Financial Consultant and Certified Fund Specialist.  He is the author of two audio programs entitled "Strategies for Your Small Business" and "What Are We Gonna Do With Gramma" and "Multimedia Business Card" and has published " The Financial Planning Workbook for Widows."  Jonc@charestandcompany.com

Don G. Charest, ChFC^®, CFS, RFC -has earned the designations of Chartered Financial Consultant, Registered Financial Consultant and Certified Fund Specialist.  He provides insurance services and 35 years of experience to the company. Don handles the marketing for the company. Don@charestcompany.net

Linda C- Is our accountant and problem solving specialist.  She handles the company's accounting issues and is our go-to person for special solutions for clients.  Her office is in East Tennessee. Lindac@charestandcompany.com

Ann is Jonathan's  assistant in Mobile and she is available to answer questions, schedule appointments and service most of your requests. assistant@charestandcompany.com

Craig- is our IT person who handles all the technonogy challenges of our practice.

Linda W is our Marketing "Director and schedules Jonathan's Speaking presentations to churches and Civic groups.  LindaW@adviceforwidows.com