As the Managing Director of Investments of the Financial Services practice for Marsh & McLennan Agency (MMA), Jonathan works with businesses to develop or improve their 401(k), Profit Sharing, Defined Benefit, Executive Benefit plans and other qualified plan services.
Jonathan’s primary role is to help his clients work toward improving employee outcomes in their retirement plans with less effort and less cost while managing risk.
Jonathan collaborates with clients every step of the way, from an initial assessment of the company’s existing plans and current needs, to selecting desirable plan features and strategies for fostering employee participation.
Jonathan strives to be seen as an advisor and as a part of his client’s team. His goal in working with clients is to provide service and resources that leave them in a better financial position than when he started working with them.
Outside of work, Jonathan enjoys spending time with his wife, golfing and traveling. He is also an avid sports fan and volunteers at TreeHouse.
Securities offered through MMA Securities LLC (MMA Securities), Member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC. Marsh & McLennan Agency and MMA Securities are affiliates owned by Marsh & McLennan Companies.