Client Service Associate

Jonathan joined Professional Planning Group in 2014. He applies his friendliness and empathy to help extend the firm’s long-standing legacy of providing exemplary client service. Jon also serves our clients as a Notary Public.


Jonathan earned a Bachelor of Arts degree from the University of Rhode Island in 2012, where he double majored in education and history.


Jonathan serves as member of YMCA Camp Watchaug Committee and member of the Westerly Board of Managers for the Ocean Community YMCA, an organization providing youth development, healthy living, and social responsibility to the local community.


Jonathan lives in Westerly, RI.


In his free time, he enjoys traveling, playing board games, and spending time with friends and family.