About Jon
My father began his Financial Advisory practice in the 1990s, and watching him, growing up, I've always seen our profession as one of value, one of genuine service. I carry this perspective with me as an advisor - I don't see myself as a salesperson, but rather, as a problem solver. When I put my clients' needs before my own, I can always find a win-win scenario. As a proud member of the MDRT I've proven to my clients that I'm here to stay. I have the best job in the world!
Qualifications:
- RFP
- MBA