Money Doesn’t Have to Be Complicated

Meet Jonathan


Jonathan has over 20 years of diverse professional experience in the financial services industry. He has a passion for helping individuals and families make informed financial decisions to help improve their financial well-being.

He has been a CERTIFIED FINANCIAL PLANNERprofessional since 2003. He completed a Bachelor’s Degree from Bridgewater College and a Master’s Degree from Duke University. Jonathan is a Pennsylvania licensed agent for fixed annuities, long-term care, accident, life, health and disability insurance.

Jonathan and his wife, Kristi, reside near Harleysville, PA where they are raising their two boys.

*Jonathan is a non-producing registered representative of Cetera Advisor Networks LLC.


Favorite food:

Steak and a baked potato

Favorite holiday:


Favorite TV show:

Law and Order


Duke basketball

Places Jonathan would like to visit:

Western USA

Items on Jonathan’s bucket list:

Bicycle across the United States

If Jonathan could meet anyone, past or present, it would be:

The Apostle Peter

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