Jonathan started at IG Wealth Management in May of 2014.  He is a CERTIFIED FINANCIAL PLANNER^® professional and helps families develop a detailed, written financial plan. Each plan is customized to deal with each client’s goals and concerns for their future. Jonathan also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to expand his expertise. Jonathan is focusing on building a clientele as well as working with the younger clients in the practice. In his first 3 years, he was a Pillar Award¹ winner.  

^{1 Based on IG Wealth Management New Business for Consultants in their first 4 years.}