Jonathan Duggan, AIF ®

Financial Advisor

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.

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  • Canisius College – BS, Finance