Designations and Licenses

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Jonathan works with a senior wealth advisor to develop customized wealth management plans that include asset allocation, insurance, retirement planning, trusts and estate planning.

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.