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Jonathan Ippel - Relationship Manager, Principal

Jonathan Ippel

Relationship Manager, Principal,  CFP®CIMA®

Jonathan serves as Relationship Manager at Orgel Wealth Management, assisting our clients through relationship management and investment strategy development. As one of the Firm’s financial planning professionals, Jonathan provides objective advice in the fields of investment, insurance, tax, retirement, and estate planning. Jonathan also assists with serving the Firm’s institutional clients including foundations, endowments, and non-profit organizations. Jonathan has over 13 years of experience in the financial services industry, having previously served as a financial advisor for a national financial services firm.

Jonathan earned his Bachelor of Arts degree in economics from the University of Wisconsin – Madison. Jonathan holds the CERTIFIED FINANCIAL PLANNER certification and the Certified Investment Management Analyst® designation.