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Specialties
Jonathan values the confidence given to him by his clients and works hard to provide individualized recommendations, focusing on his client's long-term goals and objectives.
He graduated from West Point in 2002 with a B.S. in Systems Engineering and International Relations. Jonathan was a proud officer in the US Army before entering the Finance Industry. Having earned the Chartered Financial Consultant (ChFC®) designation, along with a Masters of Science in Financial Services degree, he now looks to use his financial knowledge to help both civilian and active duty/veterans in business and personal services as a Financial Planner. In his spare time, Jonathan enjoys playing golf, working out, traveling, and donating time/effort to many local Veterans Service Organizations (VSOs). He and his wife, Linda, reside in Chalfont, PA with their little dog, Canelo.
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Always free for clients.
CFP®
Chartered Designations
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Investment advice offered through Great Valley Advisor Group (GVA), a Registered Investment Advisor. Great Valley Advisor Group and Paragon Wealth Management are separate entities. Third party posts found on this profile do not reflect the views of GVA and have not been reviewed by GVA as to accuracy or completeness.