Areas of Expertise

  • Defined Contribution Plan Recordkeeping and Administration Operations
  • Defined Contribution Design and Implementation
  • Interactive Phone and Web System
  • Retirement Plan Communication
  • Participant Education
  • Plan Documentation

Contact Jonathan
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One SeaGate
Suite 2050
Toledo, Ohio 43604
Phone: 419.327.4140
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Jonathan Gallagher


Prior to joining the firm, he worked as a production supervisor at Hearthside Food Solutions. As an Analyst, Jonathan processes daily transactions of 401(k) plans, completes reconciliations while assuring accurate processing with assigned plans, and provides excellent service.


  • Bowling Green State University, Bowling Green, OH - BA, Business Administration
  • Bowling Green State University, Bowling Green, OH ― AA, Sociology

What's Your Passion?

You can find me on the golf course during my free time. I also enjoy watching shows on Netflix, going hiking/camping and spending quality time with my family.