Our Qualifications

We have been working with individuals and businesses in the area for thirty years.

Jon has extensive personal and professional experience.

Jon is a Certified Financial Planner®, and is qualified and licensed to sell a variety of investment and insurance products.

He is dedicated to developing lasting relationships with all of his clients. He believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Jon is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward your financial future.

Jon is  looking forward to using his experience to help you pursue your financial goals.