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Meet Jonathan Sumera

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