Jonathan L. Goldston
Partner, Financial Planner
With over 20 years experience, Jonathan serves as Senior Partner and Financial Planner. With degrees in Finance and Accounting from Ohio Wesleyan, Jonathan’s practice is built around providing comprehensive, dynamic financial planning delivered through a defined educational process. His mission is to create efficiency, clarity, and financial well-being for clients, while helping to pursue their financial goals.
In his free time, he enjoys activities with his family, vintage automobile racing and golf.