bio
Jonathan Duggan joined intellicents in January 2026 as a Financial Consultant, bringing nearly two decades of experience advising individuals and retirement plans. Throughout his career, he has focused on helping clients make confident financial decisions through clear, thoughtful, and highly personalized guidance.
Jonathan’s approach is grounded in education and trust. He believes that when people understand their options and the reasoning behind each recommendation, they are better equipped to make decisions that align with their long-term goals. Whether working with individuals or plan sponsors, he is known for his steady perspective, attention to detail, and commitment to acting in clients’ best interests.
education & certifications
Jonathan graduated from Canisius University with a Bachelor of Science in Finance. He is an Accredited Investment Fiduciary (AIF®) and has previously passed the following securities exams: Series 7, 24, and 66.
my idea of living the dream
Finding balance between pursuing dreams, enjoying life, and serving others, with a focus on living in the present.
this is my dream job
I enjoy helping individuals and businesses make sense of their unique financial needs. My work allows me to support others in pursuing their goals, while also providing my family with the means to pursue ours.
this is how i make it real
In my free time, I enjoy traveling, golfing, fly fishing, and spending time with my wife and three children. I also live by the mantra of world-famous philosopher Josh Allen: “Be good. Do good. God bless. Go Bills!”