Jonathan is an experienced wealth management professional who is passionate about helping clients plan for every stage of life. As an advisor, he works closely with current and prospective clients to assess goals and create financial plans tailored to their needs.
Jonathan joined Atlas Advisors in 2017, bringing a decade of experience at MetLife and MassMutual, where he developed the foundation for his client-centered approach. He earned his bachelor’s degree in accounting from Temple University.
In his free time, Jonathan enjoys traveling and spending time at home with his wife and dog, as well as with friends and family.