Jonathan provides holistic wealth management services to help local families and businesses strive to grow and preserve their wealth. He gets to know each client to fully understand their financial goals and concerns. Then he customizes a plan to address their specific needs regarding investments, life insurance, family finances, retirement and estate planning.

Jonathan has 5 years’ experience in investment services. He specializes in retirement and estate planning, 401(k) planning, college savings plans, life insurance and investments. He is a graduate of the University of Connecticut where he received a Bachelor’s degree in Economics. He is actively involved in his community, volunteering with the Valley United Way and Travelers’ Championship.

Jonathan’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 66, LIFE & HEALTH, CERTIFIED FINANCIAL PLANNER™.