With over 10 years of experience in the financial services sector, Jon is passionate about partnering with his clients and their families to meet their goals and implement tailored financial strategies. As a financial planner, Jon‘s goal is to provide his clients with expertise that allows them to spend more of their time doing the things they love. He holds a Series 7, Series 66, Series 63 and Life and Health Insurance licenses. When Jon is not servicing his clients, he enjoys spending time with his wife and 4 children. They are often enjoying hiking, fishing, campfires, and most all outdoor recreation. He also has a love for the culinary arts, travel, and volunteering with his church and community.
View this investment professional on BrokerCheck by FINRA.
