1500 District Avenue
Jon is your financial guide and advocate. As a CERTIFIED FINANCIAL PLANNER™ with over 23 years of experience, Jon and his team offer a comprehensive approach to financial and retirement planning so you gain financial clarity and retire with confidence.
His approach starts with meetings to develop a written plan then involves working with a client's existing advisors to coordinate advice based on their objectives. He helps to focus a client's team of advisors who help with that plan executing on their legal and accounting or investment and insurance disciplines. This team approach is integral to providing the appropriate long-term planning solutions.
Jon graduated from the University of Vermont in 1994 with a Bachelor of Science in Finance. He enjoys spending time with his wife and two children and is an avid cyclist and skier in his free time.
CERTIFIED FINANCIAL PLANNER™
Jon is a CERTIFIED FINANCIAL PLANNER™ professional with more than 22 years of experience executing financial strategies for individuals, families and businesses. He specializes in retirement accumulation and distribution...
Client Service Associate
Born and raised in Rhode Island, Kirsten was awarded a Bachelor of Science from the University of Rhode Island. Her client services skills were honed early on living in Copenhagen while raising her family. Gaining fluency in Danish...
Jon is a member of Prosperity Network of Advisors (“Prosperity”).
Prosperity is the largest OSJ branch in the country for Cetera Advisors. Founded in 1990, Prosperity has grown to over 150 members.
The goal at Prosperity Network of Advisors is to create an environment within which advisors can offer their clients personalized service while utilizing Prosperity's capabilities of operations, compliance, and practice management. Prosperity allows clients to be confident that their advisor has the capacity to deliver on their expectations for planning and service.
Below are team members that help Jon stay focused on clients needs.
President/CEO, Prosperity Network of Advisors
Chief Operations Officer, Prosperity Network of Advisors
Director of Investment Management, Prosperity Network of Advisors
Executive Director of Operations, Prosperity Network of Advisors
Director of Information Technology, Prosperity Network of Advisors
Director of Business Administration
Manager of Compliance and Education, Prosperity Network of Advisors
National Resources - Cetera Advisors and Cetera Financial Group
We have chosen to affiliate with Cetera Advisors and the larger Cetera Financial Group as they provide us with wealth management and technology platforms to help manage our practice and serve our clients. Cetera is committed to their "Advice Centric Experience", providing clients starts with a big picture plan and executes on Investment, Insurance, Tax, and Estate Planning goals.
Here are some members of the Cetera Team:
Chief Executive Officer
Chief Investment Officer & Director of Research
Advanced Planning Group - Senior Vice President
Advanced Planning Group - Senior Attorney
Advanced Planning Group - Senior Planning Consultant