Money Doesn’t Have to Be Complicated
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 PLANNER™ professional 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.