Jonathan is an experienced and passionate Wealth Advisor and Financial Planner with a commitment to independent, client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes: investment management, estate, tax, retirement, insurance and cash flow planning.He works diligently to understand each client’s individual needs, life circumstances, priorities, and goals and then sets clear financial objectives and a plan to achieve them. He blends objective investment advice, estate, insurance, financial planning and real-world goal setting to best meet clients’ short and long-term goals, with a keen eye to mitigating risk. He proactively suggests adjustments as appropriate to help clients stay on track and reach their life long goals.