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Jonathan works with a senior wealth advisor to develop customized wealth management plans that include asset allocation, insurance, retirement planning, trusts and estate planning.

Prior to working at Mariner Wealth Advisors, he held various positions with a small wealth management firm including working as a wealth advisor. Before that, he worked as a tax analyst and eventually tax manager with a midsized local CPA firm and also briefly as a relationship banker with a local bank.

Jonathan has a bachelor’s degree in business, with a concentration in marketing.