Jonathan is the lead relationship manager and CERTIFIED FINANCIAL PLANNER™ for Kesselman Wealth Management.
Jonathan spent almost ten years at UBS Financial Services before launching his own practice. He advises his clients on retirement planning, investment management, debt reduction strategies, and risk mitigation. He works closely with his clients’ attorneys and accountants to implement proactive tax and estate planning strategies.
Jonathan is a graduate of The Mitchell Hamline School of Law and the Boston University Questrom School of Business.
He lives in Bay Village, OH with his wife Rosie and five children. Jonathan serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.
Amanda has worked in the financial services industry for 10 years in administrative/client service roles at companies including Raymond James, Hancock Whitney Bank and Capital City Bank. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.
Amanda received an Associate degree in Business Management from University of Phoenix.
Amanda enjoys relaxing and spending time with her family. Her hobbies include kayaking, traveling, and trying new things.
Amanda is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.