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.