As a paraplanner, Jonathon supports the professionals at Core Wealth Management to develop, implement and monitor comprehensive financial plans. He works closely with clients, addressing their questions and providing guidance. Jonathon also researches relevant topics and proactively offers suggestions that will help bring clients closer to reaching their goals.

Jonathon’s previous professional experience includes working as a paraplanner for a private Prudential office, as a financial services professional at Coastal Wealth, and as an agent for Alliance Financial Group. Jonathon was also employed within the Financial and Administrative Services Department for Broward County for 6 years.

In 2022, Jonathon obtained his FPQP® designation and is currently working towards becoming a Certified Financial Planner® practitioner. Jonathon holds an MBA and a bachelor’s degree in business management from Florida Atlantic University. He serves as a board member of the FPA South Florida Chapter. Jonathon resides in Stuart, Florida.