Jonathan always knew he wanted to follow in his father’s footsteps in business. After graduating from the University of Wisconsin in 2012 and seeing the impact his father had on his clients’ lives, personally and professionally, Jonathan decided to join him in the financial services industry.
After practicing for five years Jonathan joined Prosperian Wealth Management, a specialized team of Strategies for Wealth, Utilizing Prosperian’s time-tested process, Jonathan engages in uncommon conversations and helps to provide financial confidence to the lives of those he meets. With a focus on savings, his clients have become more disciplined and have greater opportunity at achieving financial balance.
Jonathan is a self-proclaimed “foodie” and enjoys trying new restaurants in his surrounding neighborhoods within Manhattan. He is an avid sports fan and likes spending time with his friends and family.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA insurance license #0K12112.