Jonathan strives for excellence in serving our clients and assisting our team on a daily basis. Jonathan takes care of the administrative needs of our team and assists clients with any questions or requests they may have in a timely and efficient manner.
Jonathan enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive quality attention and support. Always helpful and highly knowledgeable, Jonathan delivers quality level of administrative and operational service with our clients.
He manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, his goal is to always make working with us easy and effortless.
Before joining our team in March 2025, Jonathan was a Personal Banker at PNC Bank and a College Financial Representative at Northwestern Mutual. Jonathan holds a bachelor’s degree in Business Administration and Management with a minor in International Business from Christopher Newport University.
Jonathan is a Northern Virginia native, living in Fairfax, Virginia. When not in the office, Jonathan enjoys reading books, watching sports, and running.