Jonathan is a Partner and Relationship Manager for Lenox Advisors. Jonathan joined Lenox Advisors in 2005 after spending ten years with Cowan Financial Group where he specialized in providing clients with a broad range of wealth planning services including estate, insurance and asset management planning. Jonathan holds a B.A. from the University of Arizona, CFP® designate, FINRA Series 7 registration, and is a member of the College for Financial Planning.