Jonathan J. Macko CFP®

Jonathan J. Macko is a dedicated Certified Financial Planner^TM (CFP^®) with a passion for preparedness. With over a decade of experience in the financial industry, Jonathan has guided numerous clients on their financial journeys, helping them achieve their goals and navigate through market complexities.

Born in Upstate NY and a graduate of the University of Miami, Jonathan began his career as a financial advisor in 2009 at Wells Fargo Advisors. Throughout the years, he has gained valuable insights into the intricacies of the financial markets and has developed a deep understanding of comprehensive financial planning.

In 2013, Jonathan transitioned to Morgan Stanley, expanding his expertise and honing his skills in serving his clients. Recognizing the need for a more personalized and client-focused approach, he joined an independent financial advising firm in 2022. This move has allowed Jonathan to fully embrace his passion for preparedness and integrate it seamlessly into his financial practice.

As a CFP^®, Jonathan upholds the highest ethical standards and possesses a comprehensive understanding of financial planning. He takes a holistic approach to help individuals and families prepare for the future, considering both traditional financial goals and the potential challenges and uncertainties they may face. By leveraging his knowledge and expertise, Jonathan empowers his clients to be resilient and well-prepared in any circumstance.

Outside of his professional endeavors, Jonathan is a devoted husband and father to three wonderful daughters. He treasures the time spent with his family, creating cherished memories and fostering strong bonds. Jonathan's love for the outdoors not only fuels his passion for preparedness but also provides an opportunity to connect with nature on a deeper level.