About

Jonathan got his start in the financial services industry in 2015 with an internship at Northwestern Mutual. Shortly after that he began working as an agent for New York Life. Jonathan joined Wealth Enhancement Group in 2023. He brings compassion, attention to detail and positivity to his role as financial advisor.

Jonathan lives in Saratoga Springs, New York, and is known for being the family comedian. When not working, he enjoys golf and skiing.

Education

  • BS - Business Administration, SUNY Oswego
  • AS - General Studies, SUNY Fulton-Montgomery Community College

Additional licenses and designations

  • NYS Life and Health Insurance Licenses

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