Jonah Lowenthal

Financial Assistant

Jonah entered the financial services industry in 2011, beginning a successful career focused on helping families with insurance and retirement planning. Over the course of seven years, he transitioned into worksite consulting, assisting businesses in developing company retirement plans and group benefits. 

After taking a brief hiatus to start and grow a business offering online education, he met Megan and Cassondra, who reignited his passion for helping people navigate life’s biggest challenges. Together, they recognized a shared vision of simplifying complex ideas to make a meaningful impact.

In 2022, Jonah relocated to Wisconsin to be closer to his nieces and nephew and to embrace a new chapter of life. It was here in America’s Dairyland that he met his significant other and found a new sense of belonging, grateful for the opportunities and community that now surround him.