With a distinguished 38-year career on Wall Street, Jon has dedicated his life to providing trusted financial guidance to individuals, couples, and families. His journey began in the heart of New York City, where he honed his expertise in the fast-paced world of finance. Over the decades, Jon expanded his practice to Philadelphia and Traverse City, Michigan, building lasting relationships with clients across diverse markets.
Today, Jon splits his time between offices on Beaver Island, Michigan, Summerland Key, Florida, and soon, the vibrant country of Panama. This unique perspective allows him to serve clients with a global outlook while maintaining a personal, hands-on approach. Jon’s focus is simple: to manage your financial needs with integrity and experience, so you can enjoy life to the fullest.
Many of Jon’s clients are third-generation families who have trusted him since the beginning, a testament to the enduring relationships he builds. Whether you’re seeking to grow your wealth, plan for retirement, or secure your family’s future, Jon is committed to delivering tailored solutions you can rely on.
