Jonathan Brooks, CFP®
Financial Advisor
Jonathan joined Blue Curve Advisory in 2022, inspired by a passion for helping people make the most of their retirement years. A graduate of Loyola University Maryland, he earned a Bachelor of Science in Statistics with a specialization in Actuarial Science. Jonathan became a CERTIFIED FINANCIAL PLANNER® professional in August 2025, reflecting his commitment to providing clients with thoughtful and comprehensive guidance.
He especially enjoys hearing clients’ stories and seeing photos of their adventures in retirement. Outside of work, Jonathan spends his time with his girlfriend, Alison, and his family dog, Taz. He also enjoys golfing, baking sweet treats, cheering on the Orioles, and time with friends and family. Jonathan’s enthusiasm for life and dedication to clients make him a valued member of the team.