Jonathan Katz

Senior Client Executive

30 years of experience

About

Jonathan Katz has more than 30 years of experience providing insurance solutions for individuals, families, and small businesses. Jon and his staff have demonstrated time and again the knowledge and ability necessary to meet the challenges of a diverse range of clients. Jon is a graduate of George Mason University in Fairfax, VA, and has earned the designation of Life Underwriter Training Council Fellow (LUTCF). He is a qualifying member of the industry’s prestigious Million Dollar Round Table, as well as a member of the National Association of Financial Advisors and National Association of Health Underwriters. Jon lives in Herndon, Virginia with his wife and three children.

Latest News & Updates from Jonathan Katz and Team