Jonathan values the confidence given to him by his clients and works hard to provide individualized recommendations, focusing on his client's long-term goals and objectives. He graduated from West Point in 2002 with a B.S. in Systems Engineering and International Relations. Jonathan was a proud officer in the US Army before entering the Finance Industry. Having earned the Chartered Financial Consultant (ChFC®) designation, he now looks to use his financial knowledge to help both civilian and active duty/veterans in business and personal services as a Financial Planner.
In his spare time, Jonathan enjoys playing golf, working out, traveling, and donating time/effort to many local Veterans Service Organizations (VSOs). He and his wife, Linda, reside in Chalfont, PA with their little dog, Canelo.