Jonathan Keown, CFP, GBA


Jonathan’s core focus is business owners and has learned first hand some of the challenges they face during implementation, growth and sale/transition to the next generation. This experience has enabled him to help clients work through the planning process discovering the importance of proper business planning.

He is driven to help business owners on a corporate and personal level focusing in the areas of employee benefits, retirement and tax and estate planning. His goal is to work with business owners to earn their trust through honest and professional advice and support from his team.

He is a supporter of youth sports in his community, sponsoring local hockey, and soccer teams

Jonathan holds the following designations:

Certified Financial Planner (CFP)
Certified Health Specialist (CHS)

Since 2009, Jonathan, Kevin and Matt have organized and hosted an annual charity golf tournament that recognizes members of their community that have been affected by cancer. Over the years they have helped numerous families and are very proud to continue on with this tradition.

Our Team