Jonathan builds relationships with his clients based upon what is important to them. He works together with his clients to develop and implement strategies that reflect their priorities and values. Through education he is able to help improve people’s lives by helping them to improve and maintain balance in their financial world.
>Throughout Jonathan’s 20 year history in Financial Services Jonathan has been fortunate enough to be mentored by his father-in-law. In his leisure time Jonathan enjoys spending time with his wife and kids, coaching hockey, golf, participating in fantasy sports, and cooking.
Products & Services
- Life and Disability Income Protection
- Wealth Accumulation
- Wealth Distribution
- Retirement Planning
- College Funding
- Long Term Care Insurance
- Estate Planning
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian.