Experience and Education

Jonathan provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jonathan was a vice president and financial advisor at Merrill Lynch. Before that, worked at TIAA as a wealth management advisor.

Jonathan holds a bachelor’s degree in religious studies from Pacific Lutheran University.

Personal Interests

Away from the office, Jonathan enjoys cheering on his three children in their various endeavors, including soccer, track, cross-country, dancing and music. He also likes watching the Green Bay Packers, reading and cycling.