Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series SIE, 1, 63,65, and Life and Health Insurance.

Education

  • Pennsylvania State University, Bachelor of Arts in Communications

Interests

Jonathan is married to his wife Corinne for 40 years. One of their big joys is living with Golden Retrievers for the last 38 years. They enjoy taking walks and hikes with their current Golden, Buster.

Other interests include Jonathan's love of music of all types. He enjoys playing the piano and keyboards.

A strong believer in health and wellness, he makes it a priority to exercise daily.

An occasional trip back to his alma mater Penn State for a football weekend is always a special occasion.

Jonathan is also an avid College Wrestling fan, a sport he participated in. He is an active member of the Penn State Wrestling Club.

Community participation

Henderson Chamber of Commerce

  • Henderson Chamber of Commerce

Professional associations

  • Pennsylvania State University Alumni Association. Member

Previous experience

  • U.S. Army/U.S. Army Reverve, Specialist 5, 1967-1973