Meet Our Team

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.

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.

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", which starts with a big picture plan and executes on Investment, Insurance, Tax, and Estate Planning goals.

Here are some members of the Cetera Team: