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 contributes to the growth of the practice with a focus on Business Owners, Multi-generational Families and Pre-Retirees/Retirees.