Partner & Financial Advisor
(877) 807-2079

Jon has more than 19 years of experience in financial planning. He is the Portfolio Manager for Investment Advisory Services and specializes in personal financial planning.

He holds Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) securities registrations, plus Life and Health licenses in 8 states. He has earned Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations.

Jon received his master’s degree in administration from Central Michigan University and his bachelor’s degree from Ohio State University. He is a member of the Financial Services Institute, the Financial Planning Association and the Caravan Youth Center.

Jon is married with two children. His interests include golf and travel with his family.