After spending years helping thousands of Vermont teachers and State Employees invest for retirement, Jonathan joined Pathway Financial Advisors for the opportunity to forge deep relationships with clients looking to be intentional about living their best possible life with the resources available to them. Pathway Financial Advisors, LLC provides comprehensive and objective financial planning and investment management, guiding the individuals & families it serves through life’s transitions.

Jonathan has over 20 years of experience serving individuals and families as they plan & invest for the future. Working with countless families over the past two decades, he has seen the power of making intentional financial decisions. He enjoys learning about the psychology of money and the evolving art and science of financial planning. 

Jonathan holds a certificate in Financial Planning from The American College, as well as a Bachelor of Science in Nutrition and Dietetics from the University of Vermont. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. 

Prior to joining Pathway Financial Advisors in February 2018, Jonathan worked as a Retirement Plan Advisor serving participants in Vermont’s state-sponsored retirement plans. 

Jonathan lives with his wife and their two children in Richmond, VT. He enjoys spending time with his family, skiing, and exploring the outdoors. He also enjoys volunteering with local community organizations, including Richmond Little League, The Richmond Land Trust, and Cochran’s Ski Area.