Jonathan Mathews, CFP®

"Confidence comes from understanding your options and having a clear plan. I help clients make informed financial decisions and build strategies that support the life they want to live."

Jonathan Mathews is an Associate Vice President and Wealth Advisor at WHZ Strategic Wealth Advisors. He works with individuals, families, business owners, and board committees to help them navigate important financial decisions with clarity and confidence. Whether planning for retirement, managing investments, protecting against risk, preparing for a business transition, or creating a legacy for future generations, Jonathan helps clients understand how each decision fits within their broader financial picture.

With more than a decade of experience in financial services, Jonathan's background spans financial planning, investment management, insurance planning, retirement income strategies, business succession planning, and wealth transfer. He believes the best outcomes occur when investments, insurance, taxes, retirement planning, and legacy goals are considered together rather than separately.

Prior to joining WHZ, Jonathan held advisory and leadership roles with Prudential Financial, John Hancock, and GRAIL. His experience across wealth management, insurance, employee benefits, product strategy, and financial education provides a broad perspective that helps clients evaluate tradeoffs, understand risk, and make informed decisions in an increasingly complex financial landscape.

Jonathan began his financial services career following nearly a decade of service in the United States Air Force. The discipline, accountability, and commitment to service developed during his military career continue to influence his approach to client relationships and financial planning today.

At WHZ, Jonathan has a particular interest in investment management and risk management. He is passionate about helping clients balance opportunity and risk while building strategies designed to support financial independence, wealth preservation, and long-term family goals.

Jonathan earned his bachelor's degree from the University of Kansas and his MBA from the University of Connecticut. He holds the CERTIFIED FINANCIAL PLANNER® certification and is committed to providing thoughtful, objective advice that helps clients make confident financial decisions.

Originally from Kansas, Jonathan relocated to Connecticut in 2015 and now resides in Preston. Outside of work, he enjoys coaching and playing soccer, traveling, exploring new restaurants, and spending time with family and friends. He is an avid student of history and never turns down a good conversation over a strong cup of coffee.