Jonathan is a Wealth Planning Associate who provides financial planning support for Wealth Planners and Senior Client Advisors.
Prior to joining the firm, Jonathan earned a Bachelor of Arts degree in Economics at the University of Massachusetts, Amherst. He then went on to work at TD Bank and quickly moved up into a Financial Advisor position, where he found a passion for the planning side of the business. Jonathan is currently enrolled in a Master’s in Personal Financial Planning program at the College for Financial Planning and is working towards his CERTIFIED FINANCIAL PLANNER™ designation.
Jonathan currently resides in Andover, MA. He enjoys golfing, exercising, and spending time with friends and family.