Designations and Licenses

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Jonathan works on the Practice Management team to service advisors and clients with advanced planning cases involving estate planning, executive compensation, advanced modeling and more. He was previously a wealth advisor with Mariner before joining the Practice Management team.

Prior to working at Mariner, he held various positions with a small wealth management firm including working as a wealth advisor. Before that, he worked as a tax analyst and eventually tax manager with a midsized local CPA firm and also briefly as a relationship banker with a local bank.

Jonathan has a bachelor’s degree in business, with a concentration in marketing.

Personal Interests

A husband and father of two, Jonathan is an avid reader of both fiction and nonfiction. He also enjoys exercise and activities that include the outdoors, especially spending that time with his wife, Andrea, and two boys, Liam, and Lorenzo. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.