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Raised in Zionsville, IN, Jonathan has spent the last 17 years within various areas of financial services, predominantly in central Indiana. He graduated from Purdue University and holds a B.S. as well as an M.B.A. in Executive Management, with minors in Economics & Marketing.
Jonathan is well versed in consumer as well as business banking. Over five years with Fifth Third Bank, he developed solutions to meet the capital cycle and cash management needs of micro, middle-market, and large-corporate companies. He then transitioned to M&I Bank (now BMO), where he developed and managed a private client team from the ground up. His focus was providing affluent professionals and small business owners financial planning, investments and credit solutions.
Jonathan joined LJI in August 2012. Besides taking great pride in high-touch client experiences, Jonathan has also led several projects within our firm, including the development of WealthPath, LJI’s proprietary retirement income planning software.
Jonathan currently resides in Zionsville with his wife Jennifer and sons Jacob & Tyler. He enjoys the outdoors, golf, college athletics, travel, and time with his family.