Our Team

Jonathan Johnson, LUTCF

Owner & Founder

Jonathan is the Owner and Founder of Johnson Financial Strategies LLC. Jonathan Johnson entered the financial services industry in 2006. Jonathan graduated with a BBA in Finance from the University of Texas at Tyler. As a young executive with a growing family, Jonathan easily relates to successful professionals also focused on balancing their family and career goals while accumulating wealth. Jonathan is uniquely positioned to help young families plan for their family’s future and their financial futures – early in their wealth accumulation journey.

Jonathan and his wife, Rachel, reside in Bullard with their two boys, Christopher and Daniel, and their daughter Meagan. They are active members in their church where Jonathan serves as the Sound and Video Director & Website Administrator. With a passion for endurance sports and an active member in the East Texas Tri-athletes club, Jonathan can often be spotted cycling or running in the community.

Heather B. Bates

Financial Services Professional

Heather graduated from West Rusk High School in New London, TX. She then went on to complete her B.B.A. in Management and M.B.A. from The University of Texas at Tyler. She resides in Whitehouse, TX with her husband, Trevor, and their daughter, Charley Rei. She passionately gives back by serving on the Christus Trinity Mother Frances Women's Board.

Heather started her career in the finance industry in 2013. She sincerely believes that most people want to do what's right: right for themselves, right for their families, and right for their communities. She loves the opportunity to make it easier for people to do what's right, and more importantly, make it easy for her to do right by them. She is passionate about helping her clients create and understand their financial goals in order to develop a sound financial strategy.

In her free time, she enjoys spending time and traveling with her family and friends.

Nicole headshot

Nicole Dodson

Executive Assistant

Nicole graduated from Whitehouse High School in East Texas, and is currently attending The University of Texas at Tyler with a focus in Accounting. Nicole is very detail oriented, and enjoys problem solving, customer service, and office administration. Her passion for customer service and personal drive to obtain excellence motivate her to keep learning new skills and find better ways to accomplish goals.

Nicole resides in Bullard, TX with her husband and children. She hopes to finish her degree in the coming years and obtain a Master’s in Accounting. In her spare time she enjoys family outings and reading.



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