Jonathan is an investment advisor representative with nearly two decades of experience in the financial services industry, specializing in qualified retirement plan consulting.  Jonathan works with small to mid-size businesses to ensure they have a best-in-class retirement plan for the company and its employees.  Jonathan has been engaged by Locust Lane Partners as a consultant to oversee and service its retirement plan clients.  Jonathan attended Buffalo’s Canisius College, where he graduated with a Bachelor of Science in Finance. He resides in Atlanta, GA with his wife and three children.

Education

• Canisius College – BS, Finance