Jonathan Ippel

Jonathan Ippel is Principal at Orgel Wealth Management, LLC, located in Altoona, WI. In this leadership role, he guides clients through comprehensive wealth management solutions and directs the firm's investment strategy development, with a particular responsibility for relationship management, portfolio construction, and client advisory services.

Jonathan specializes in advising high-net-worth individuals and retirement plan sponsors, focusing on asset allocation across equities, fixed income, and alternative investments. He has substantial experience in retirement planning and investment research, collaborating closely with both the wealth management and research teams to design customized investment portfolios for institutional and individual clients.

Prior to becoming Principal, he served as Relationship Manager and Relationship Associate at Orgel Wealth Management, building deep expertise in client engagement and investment strategy formulation since 2014. Jonathan holds a Bachelor of Science in Economics from the University of Wisconsin-Madison, alongside CFP® and CIMA® professional certifications, reflecting his advanced analytical skills and commitment to fiduciary standards in financial services.