Jonathan Kreilein

Jonathan Kreilein, CFP, CVA

As a Financial Analyst with Castle Wealth Advisors, my role is to help our business clients make informed business decisions by preparing business valuation reports and business transition plans. Each business owner that we serve is unique, and each one has a compelling story. I enjoy learning about their stories and tailoring each valuation and transition plan to their specific needs. My goal is to help our clients feel confident as they make life-changing business transition decisions.