Jonathan Sumera
Senior Plan Consultant
About Me
Jonathan joined Sentinel on 12/31/2021. Jonathan's main job responsibilities include: developing and maintaining strong customer relationships; helping clients with questions related to retirement plan administration; and performing yearly compliance testing and annual valuations for qualified retirement plans to ensure that IRS guidelines are met.
Educational Background & Experience
- Bachelor's of Fine Art, Political Science and Art History – SUNY Plattsburgh in NY
Out of the Office
Jonathan enjoys outdoor activities like mountain biking, skiing, playing golf and camping.
Contact Information