Driven by his desire for continuous improvement, Jonathan finds great joy in adding value to his clients’ financial framework and, thereby, their personal well-being.
After earning his Bachelor of Arts in Managerial Economics and a minor in Religious Studies from Allegheny College, Jonathan began his career in 2013 at Federated Investors. He made the transition to Confluence Financial Partners in mid-2014 and earned his Executive Certificate in Financial Planning from Duquesne University shortly thereafter. He is currently pursuing the Certified Financial Planner™ certification.
Seeing his father build a business from scratch beginning in the 1990’s left a significant impression upon Jonathan, along with a particularly entrepreneurial mindset. In addition to working with families and individuals across the country, Jonathan has relationships with many business owners and private practices throughout our region.
When he is not in the office, Jonathan enjoys staying active by participating and competing in a wide range of sports including racquet sports, running and boxing. He still serves as the Head Tennis Pro during Children’s Week at Pike Run Country Club, a position he’s held close to his heart since high school. Being a meaningful source of impact for his clients, fellow associates and community represents a great deal of pride for Jonathan, and he looks forward to doing just that for many years to come.