Jonathan Maloney, MBA

Jonathan Maloney brings his 25 years of industry experience to his role as Senior Vice President, Financial Advisor. He was inspired to become a financial advisor when he identified the need to help clients with planning for their future. He is passionate about being able to help clients identify their goals and chart a path forward.

He received his degree in Business Administration from Mount Mercy University and also holds his MBA. Jonathan holds Insurance Licenses as well as his Series 7 and 66 with LPL Financial.

Originally from Manitowoc, WI, Jonathan resides in Hiawatha, IA with his wife, Jena. They have two children, Griffin and Nora, and his family focus allows him to understand and relate to the priorities of his clients and their families. Outside of the office, Jonathan enjoys a variety of activities such as playing golf, traveling, and attending sporting events and concerts.