Jonathan Tomsassi is a financial professional with a diverse background spanning wealth management, financial planning, banking, mortgage lending, accounting, and corporate finance.
Jonathan brings more than 15 years of experience across the financial services industry, including leadership and advisory roles with organizations such as Citibank, Deutsche Bank, Rocket Mortgage, and New York Life. His background combines technical financial expertise with a client-focused approach centered on education, transparency, and long-term relationship building.
He holds both an MBA in Finance and a Master of Science in Accounting from Saint Peter’s University and maintains multiple financial industry licenses, including the Series 7, 24, 63, and 65. Jonathan is passionate about simplifying complex financial concepts and helping clients make informed decisions with confidence.