For more than 14 years, Jonathan has worked with individuals, families, and business owners, helping them make wise financial decisions and achieve their long-term goals. As a Senior Wealth Advisor with IG Wealth Management and a CERTIFIED FINANCIAL PLANNER professional (CFP®), he takes a comprehensive approach that looks beyond investments to consider every aspect of a client's financial life.

Jonathan specializes in retirement planning, tax and estate strategies, insurance planning, and helping business owners integrate their personal and corporate finances. His philosophy is simple: the best financial decisions are made when every part of a client's financial life works together as part of a well-designed plan.

Recognizing that no two clients are alike, he works closely with each individual and family to develop customized financial plans that evolve as their circumstances change. Drawing on a network of specialists in tax, estate, insurance, lending, and investment management, he coordinates strategies that empower clients to make confident decisions and maximize opportunities across all areas of their financial affairs.

He takes pride in building lasting relationships and providing straightforward advice that helps clients gain clarity and confidence in their financial future. By simplifying complex financial matters and identifying opportunities, Jonathan helps clients stay focused on what matters most, make wise financial decisions, and build the future they envision for themselves, their families, and future generations.