About Me

Hi, I’m Jonathan – a finance major at Salisbury University with a minor in Marketing, set to graduate in Spring 2027. I currently serve as the Vice President of the Financial Management Association and have passed the Securities Industry Essentials (SIE) exam. 

I have interned as a paraplanner analyzing 401(k) structures and assisted with client financial strategies. My goal is to become a Financial Planner. I’m passionate about helping anybody navigate through their asset allocation, wealth management, and long-term financial security.