Jonna is an Associate Financial Advisor and an integral part of McLoughlin Wealth Management. She began her career in wealth management at D.A. Davidson January 2022.
Personally, Jonna’s relationship and commitment to investing began in her early 20s through a variety of investment vehicles. Since that time, she has continuously invested in her and her family’s fi nancial future.
Professionally, Jonna has an extensive background in retirement living, having worked directly with over 1,000 residents and their representatives, assisting at all levels of
care with the most recent eight years working as a Health Care Administrator. These experiences enhance her perspective when advising clients, especially during life’s key moments.
Jonna received her bachelor’s degree in business administration with a minor in economics from Southern Oregon University in 2001.
Jonna and her spouse, Brian, are proud parents of two daughters, Isabella and Ava. In her free time, she enjoys running and recently completed her third marathon. Jonna also enjoys meeting new people, being active in the outdoors, and spending time with her family.