JonPaul joined Adviser Investments in 2019 as a financial planner. He began his career as a trust administrator with Cumberland Trust in Nashville, TN, and previously worked in wealth services at Daintree Advisors and North American Management in Boston. JonPaul graduated from Yale University, where he studied history. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017. JonPaul lives in Westwood, MA, with his wife, daughter and cockapoo, and he enjoys history podcasts, hiking and cooking.
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