Jon, a Certified Financial Planner (CFP®) with over 25 years of experience in the financial services Industry, co-founded our wealth management firm to deliver independent, client-focused advice. His passion for helping clients achieve their financial goals drives the firm’s mission to provide tailored solutions with integrity and expertise. 

A graduate of Auburn University with a Business degree in Management Information Systems, Jon began his career working with high-net-worth clients and attorneys to address complex planning challenges. His tenure at Fortune 500 firms, including Guardian, New York Life, Merrill Lynch, and Morgan Stanley, honed his skills and reinforced his commitment to prioritizing clients’ needs through independent advice, free from corporate constraints. 

Jon finds great fulfillment in building lasting relationships with clients, understanding their unique aspirations, and guiding them toward financial success. Married to his wife, Jennie, for 25 years, they have three sons. Outside the office, Jon enjoys hunting, golf, and pickleball.