Please join us in welcoming Jonathan O’Connell to our Private Client Department as a Private Client Advisor!
In this role, Jonathan will provide exceptional service in managing our current client base, handling inquiries, and supporting our overall mission to Minimize Risk. Maximize Potential. ®️
Jonathan is a graduate of West Virginia University where he received a Bachelor’s degree in Finance. In his free time, he enjoys golf and college sports.
News & Opportunities
EEOC Releases Strategic Enforcement Plan for FYs 2024-28
November 28, 2023
The SEP establishes the agency’s subject matter priorities as it works to prevent and remedy
The SEP establishes the agency’s subject matter priorities as it works to prevent and remedy
Draft Instructions for 2023 ACA Reporting Released
November 25, 2023
The IRS has released draft instructions for 2023 Affordable Care Act (ACA) reporting under Internal
The IRS has released draft instructions for 2023 Affordable Care Act (ACA) reporting under Internal
CVSA Reveals 2023 Operation Safe Driver Week Results
November 22, 2023
Operation Safe Driver Week—an annual campaign conducted by the Commercial Vehicle Safety Alliance (CVSA)— took
Operation Safe Driver Week—an annual campaign conducted by the Commercial Vehicle Safety Alliance (CVSA)— took