Jon is a CERTIFIED FINANCIAL PLANNER™ professional with more than 23 years of experience executing financial strategies for individuals, families and businesses. He specializes in retirement accumulation and distribution strategies, building segmented plans to provide income.
Jon’s mission is to adopt a long-term approach towards your financial independence so that your personal goals, objectives, and other concerns are efficiently and conservatively managed. At the core of his practice is the belief that building a strong client relationship is key to help you set and achieve realistic financial goals.
With an ongoing commitment to education, Jon brings the wealth of knowledge he has attained by acquiring the CRPC® and CFP® designations. His professional designations and post graduate coursework have garnered further experience in financial planning for clients.
A graduate of The University of Vermont (Bachelor of Science in Finance, 1994), Jon holds the FINRA Series 7, 63, 65 registrations as well as various insurance licenses, allowing him to offer a variety of investment and insurance products.
Jon resides in Medfield, MA with his wife and two children, with whom he enjoys spending time skiing & cycling.