With a passion for helping others build confidence in their financial futures, Jon is dedicated to guiding clients through complex financial decisions and preparing for a successful retirement. His approach focuses on creating clear, personalized strategies that empower individuals and families to navigate uncertainty and stay aligned with their long-term goals.
He earned his Bachelor of Science in Financial Services from Wright State University in 2021. Jon holds the Series 7 and Series 66 licenses, along with his Ohio Life and Health Insurance license. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Wealth Management Certified Professional (WMCP®), underscoring his commitment to comprehensive wealth planning and client-focused advice.
Outside the office, Jon enjoys cooking, discovering new coffee spots, and spending time outdoors. He and his wife, Theresa, enjoy life with their two cats, Mocha and JiJi, and their dog, Bolin.