Jonathan’s mission is to understand his client’s holistic financial goals and provide a blueprint with all the tools and resources needed to navigate any economic environment. His career has included working with high net-worth clients (at Fidelity Investments) and a period as a Private Client Advisor (at JP Morgan) before taking up his current position as a Vice President, Financial Advisor with Wealth Enhancement Group. As a self-proclaimed student of the Financial Planning craft, Jonathan has maintained a commitment to personal growth and improvement in each aspect of the financial planning process over the course of his professional journey. A former collegiate basketball player, Jonathan lives in Woodbury with his wife and three children. As a family they all love sports, music, movie and game nights.