Jonathan provides financial advice and guidance based on a fundamental understanding of his clients’ unique objectives. He develops and implements planning strategies that manage short-term needs and long-term goals, often creating plans that can serve multiple generations. He is also a FIVE STAR Wealth Manager (2017 and 2019) award recipient*. An avid outdoorsman, he enjoys saltwater fishing and spending time on Maryland’s easternshore. He is also a strong supporter of Ducks Unlimited. Jonathan lives in Howard County with his wife and 2 children.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 or 2019 FIVE STAR Wealth Managers. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 01/01/24 for the period 04/10/23-10/31/23.