About
Jonathan earned an Economics degree from the University of Maryland, College Park, and embarked on a fulfilling career in the financial services industry, beginning with the trading desk at a large online broker. Since then, he has enjoyed steady progress and success. He joined the Lighthouse team in 2017, which later became part of Wealth Enhancement.
As a CERTIFIED FINANCIAL PLANNER® professional at Wealth Enhancement, Jonathan works closely with his team to help improve the financial lives of individuals and families, helping them focus their time and energy on what matters most. He loves meeting clients and understanding their unique goals, concerns, and financial situation, so he can provide personalized guidance that truly makes an impact. Within the office, he has also taken on the unofficial role of “IT Jonathan,” supporting colleagues in adapting to advancing technology and streamlining processes. He is an active member of Wealth Enhancement’s Women's Employee Resource Group, serving on the Ally pillar to support inclusion and advocacy efforts.
Outside of work, Jonathan enjoys spending time with his family and dogs. He loves the Lord of the Rings, playing basketball, and cheering on the Washington Wizards.
Education
- BA, Economics, University of Maryland
Resources from Jonathan Winkert
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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