Associate Planner

Jonathan is an Associate Planner at McLean, where he supports the Virginia-based wealth management team. He joined McLean as an Investment Associate working in the Investment Operations Department, where he was responsible for ongoing client portfolio reviews, executing required investment changes, and supporting the advisory team. Jonathan also assists with McLean’s Investment Committee.

Prior to joining the McLean team, Jonathan worked as a financial planning associate for a CPA Wealth Management firm in Maryland.


  • Bachelor of Science, Business Administration (Finance) from the University of South Carolina.

Greatest Professional Satisfaction:

Being part of such a talented team that helps our clients meet their needs and goals.

Greatest Personal Satisfaction:

Spending time with friends and family, going to the gym, and watching Nationals baseball.