With over 20 years of experience in the life insurance and financial services industry, Jonathan has placed more than $400 million in coverage, serving high-net-worth individuals, business owners, and generational families with bespoke financial solutions. His work transcends traditional insurance—it is the craft of designing intelligent, tax-efficient blueprints for legacy creation, income protection, and long-term wealth preservation.

Jonathan holds a degree in Financial Engineering from Baruch College, where he developed a mastery of advanced financial systems, risk modeling, and strategic planning. This academic foundation—combined with two decades of industry experience—uniquely qualifies him as a financial architect, capable of translating complex financial landscapes into clear, personalized strategies.

His ability to integrate technical depth with human-centered planning makes him a trusted advisor to clients who seek more than policy—they seek permanence, peace of mind, and purpose.