Broker Check

At our firm, we have the client—and only the client—in mind.

Jonathan Lennox, CFP®

Wealth Manager


Jonathan is a CERTIFIED FINANCIAL PLANNER™.  Jonathan holds series 7, 24, 31, 53, 66 and SIE licenses.  He has more than two decades of experience in the financial service industry, with knowledge and experience in the areas of retirement planning, military transition assistance, estate planning, risk management, business sales, income/tax and investment strategies. 

Jonathan and his wife enjoy participating, watching, and coaching sports with their daughter.

Samantha Wong


800-269-1903 x244

Samantha has 10 years’ experience in the financial services industry with operational and administrative services including report generation, new business processing, and client servicing.  Samantha’s favorite mantra is, “Learn something new every day.”

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.