Jonathan Muhlendorf, CFP®
My passion for helping people with their money began in 1998 at an internship in the Planned Giving Department of The University of Virginia. Charitable planning inspired me to become a financial advisor so I could continue to help people put their money to good use for themselves, their families, and their community.
After college, I became one of the youngest CFP® professionals in the country and worked for ultra-wealthy families in the Washington, D.C. area. My clients included an NFL team owner, a former IRS commissioner, a Supreme Court Justice, a Governor, and a member of the Federal Reserve Board. This experience exposed me to tax strategies and tax return preparation along with sophisticated wealth management.
In 2005 I moved back to southern Virginia and opened up my financial planning practice. My goal has always been to make a difference in my client’s lives as well as my community. I believe that financial planning does not have to be complicated, thus Envision Wealth Management was born and continues to find ways to improve our client’s lives while simplifying the financial planning process.
What is most important to me is my wife, Alyssa, our two teenage children, and supporting our local community. If I am not helping a client, with my family, or working for my community, I enjoy taking care of my 250 gallon saltwater aquarium and sailing on "Livin the Dream" my Jeanneau 439 sailboat.
Susie Knotts, Client Service Associate
Susie is one of those rare individuals that makes everybody feel welcome and important. Our clients consistently remind us that Susie is a pleasure to work with and takes care of all details for them, like paperwork and scheduling. She has over 22 years of experience assisting financial advisors in various roles.
When you call or visit us you will be greeted by Susie and quickly understand why everybody raves about her.
Behind the scenes she is an integral part of the Envision Wealth Management Team and ensures that we are always focused on improving our client experience and focused on their goals.
She is married to her Husband Don and they both enjoy entertaining friends and family, working together in their yard, cooking and creating in their kitchen. Together they have three daughters and three grandchildren.
Susie is involved in her local church through mission work, being a member of a women’s circle and has served on the finance committee.
Davis Hawkins,Financial Planner
I first discovered my love for helping people through finance in college when one of my professors invited me to join his investment club on campus, with the profit going to support those in need. Since then, I’ve dedicated my time as a financial planner to guiding others in their life journey – not just with finances, but with life planning, education planning, retirement, and much more.
After a few years spent in the banking world and gaining experience with financial firms, I joined Envision Wealth Management as a financial planner to better serve the people of Virginia Beach and beyond. Being able to spend time in the community and become an active driver of hope and change remains my priority.
Outside of work, I enjoy spending time with my wife, Anna, checking off our bucket list and loving life together. When we’re not out on the bay on a paddleboard or going for a hike in northern Virginia, I’m spending time cooking, writing, and spending time with Harrison, our first child.
