couple reviewing a new life insurance policy
Practical Financial Solutions to Help Secure Your Future

Whether you are looking for life insurance, retirement solutions or investments, I am here to serve your needs and help you reach your financial goals.


jonathan mardis, CFP, MBA, NSSA


Direct 513-322-0404
Office 866-654-1325

Ext. 60507

Fax 513-794-8741
LOVELAND, OH 45140-8345

Together We Can Help Build a More Financially Secure Future

My Mission

As the district manager of my sales office, my goal is twofold: to help families achieve their financial goals and to inspire my team of agents to excel in fulfilling careers.

My Background

I am a 2001 graduate of the University of Cincinnati.

I have 12 years of experience in the insurance and financial services industry.

I am married and have two children, so I understand the need for proper income protection and planning.

Learn More

Please contact me today to learn more about our products and services, request a quote, or inquire about a sales career opportunity with my agency. I look forward to working with you.

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Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional. 

Get a Quote

We offer a variety of financial solutions to help you meet your goals. Contact me to learn more about our products and receive a quote. 
Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products, please ask to speak to an Agent who is actively registered with W&S Brokerage Services, Inc.

Some products issued by companies not affiliated with W&S Agency, Inc.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.

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