Jonathan brings over 10 years of experience in the financial services industry, primarily working as an internal wholesaler with Prudential Financial. He is passionate about educating financial advisors on the benefits of annuities and how they can enhance their clients’ financial plans. Jonathan holds a bachelor’s degree from the University of Richmond and an MBA from Temple University. Outside of work, he enjoys spending time with his wife and three children.
Become a member
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.