Jon McKinzie, LUTCF
As a financial advisor with 1847Financial since February 2017, Jonathan McKinzie provides his clients with financial services designed to help grow and protect their wealth. Jonathan has been working with individuals and families plan for their financial future since 2011. His areas of expertise include Investment Management, Retirement Income Planning and Risk Management. He works with his clients to identify their needs and goals for every stage of life.
Prior to partnering with 1847Financial, Jonathan served as Financial Advisor with PennWood Financial Group, part of MassMutual. Building his practice on the core values of integrity, trust and accountability, he is most passionate about being a trustworthy and vital component to the financial longevity of his clients. Using a client-centric approach to build lasting relationships with his clients, it’s Jonathan’s goal to afford his clients peace of mind, knowing that they have an advisor vested in their best interest, with the capability to build financial security for each stage of their lives.
Jonathan is a lifelong resident of Central Pennsylvania. In his spare time, He enjoys playing volleyball, working on cars and woodworking. He currently resides in Mechanicsburg, PA with his wife Briana and daughters, Ellie and Lila.