With over 35 years of experience in the financial services industry, Jonathan has designed creative and impactful retirement and estate plans for executives, business owners, and retirees. He is a Chartered Financial Consultant and Chartered Life Underwriter, and throughout his career he has worked for leading financial service companies in the role of Financial Consultant and Divisional and National Sales Manager.
He served as President of the Palm Beach County Financial Services Professional (FSP) organization and has been active throughout his career in leadership positions in the investment and insurance business.
Since Jonathan first started in financial services, he has been an advocate for recommending products and services of the highest quality that fit the needs of his clients. He believes in a balanced approach and that proper planning must be proactive and intentional.
Jonathan resides in DuPage County, IL with his wife, Kathryn. Together, they are active in the community, supporting causes and projects that promote wellness and healthy living. They have two wonderful grown children.
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