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Jonathan Smith

CFP® Financial Planner

Jonathan has over 20 years of experience serving individuals and families throughout Vermont as they plan for their financial futures.

Jonathan holds a certificate in Financial Planning from American College, as well as a Bachelor of Science in Nutrition and Dietetics from the University of Vermont. He is also a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner.

Prior to joining Pathway Financial Advisors in February 2018, Jonathan worked as a Retirement Plan Advisor serving participants in Vermont’s state sponsored retirement plans.

Jonathan lives with his wife and their two children in Richmond.  He enjoys spending time with his family skiing and exploring the outdoors.  He also enjoys volunteering with youth focused community organizations including Richmond Little League and Cochran’s Ski Area.