Jonathan has 10 years of experience in financial services, working with high-net worth accounts and sophisticated investment and insurance solutions.  He is primarily focused on assisting our advisors with prioritizing and building strategic financial plans and wealth transitions to the next generation for business owners and early- and mid-career clients.  He is active in the Tolland community and works out of the Tolland office location daily. 

Jonathan started his career in financial services as a financial advisor after nearly a decade of military service, in the US Air Force.  He has worked with both retail and institutional clients and spent several years in insurance-focused roles with both Prudential Financial and John Hancock.  While there he developed a passion for delivering exceptional solutions and service, and has a broad, strategic approach to all aspects of wealth management.   

Most recently, before coming to WHZ, Jonathan was the Leader of Distribution Activation at GRAIL, a multi-cancer early detection and testing biotechnology company, based in Silicon Valley. He was responsible for engaging with financial services executives and principals and their clients within the Enterprise Sales vertical.  The majority of his time was spent in navigating the particularly sensitive topic of cancer and providing education around the breakthrough technologies available to many policyholders in the life insurance industry. 

Jonathan grew up in Kansas and relocated to Connecticut in 2015.  He attended the University of Kansas where he received his bachelor’s degree, and later went to the University of Connecticut for his MBA.  He currently resides in Woodstock, CT with his four children.  He enjoys playing and coaching soccer, traveling, and never turns down a good meal.  He usually spends his daily commutes sipping coffee listening to an audiobook and taking recommendations for any great historical non-fiction books.