About Jonathan

I am a Wealth Management Advisor at TIAA with more than 18 years of financial services experience. I earned my BS degree from SUNY Geneseo.
I enjoy the challenge of distilling complex information and regulations into a digestible format for my clients. I love helping my clients turn long-term financial dreams and life goals into a reality through sound financial planning. I improve risk and tax-efficiency, and help people navigate and understand the complexities of planning and investing. Financial markets and rules can change frequently, and no two days are ever the same. I am always learning, growing, expanding my knowledge base, and helping my clients benefit from that knowledge.
I live in Penfield with my wife, Kali, who is a physical therapist, and our two young children. In my free time, I enjoy running, biking, playing guitar and percussion with my wife who is a wonderful singer and pianist in her own right. We have a Golden Retriever that we enjoy taking on hikes with the kids, which is one of our favorite ways to stay active.