Jon has been privileged to serve his clients and community for over 13 years.  Our team provides exceptional value to our clients by partnering with them to create a successful and fulfilling financial plan. Throughout the process of Planning Today for a Better Tomorrow™, we answer each of the questions you have, along with the ones you don't know to ask.

Jon is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned the Chartered Advisor in Philanthropy® (CAP®), Retirement Income Certified Professional® (RICP®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Senior Living® (CASL®) and Chartered Life Underwriter® (CLU®) designations.

Our team is able to help individuals and businesses in every area of the financial planning process, and we specialize in fee-only financial planning and developing charitable giving strategies.