Jonathon has worked in the financial services industry for more than 15 years, with 10 of those years focused on the sales and marketing of retirement plans. His deep understanding of a wide range of retirement plan options, including 401(k), defined benefit, cash balance, profit-sharing, and non-qualified deferred compensation plans, combined with his thorough and hands-on approach throughout the sales process, enables Jonathon to serve as a true consultant to clients, rather than simply a product expert, and deliver an exceptional client experience.
Bachelor of Science in Marketing from Arizona State University
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
Jonathon holds the Chartered Retirement Plans Specialist (CRPS®) designation issued by the College for Financial Planning and is a member of the Western Pension & Benefits Council.