Jon joins the firm with over 19 years in the industry, spending much of his career at some of the largest asset managers in the industry. Prior to joining he most recently served as a Senior Advisor Consultant with Franklin Templeton, and before that as Senior Vice President at Geneva Advisors and various roles at John Hancock Wealth Management. Jon graduated from Suffolk University, earning a degree in Finance while playing ice-hockey for the varsity team. He’s a self-proclaimed “townie” growing up and currently residing in Marshfield Ma with his wife Tammy and their 3 children, Emma, Abby and Jonny. Jon can be seen volunteering his time as a youth soccer coach, as well as his active involvement with the Kiwanis Club and Elks Lodge both of Marshfield.
Jon will focus his time on comprehensive financial planning, specifically designing and implementing financial plans for both individuals and small business owners. He holds his Securities Representative (Series 7) registration, the Investment Advisor Representative (Series 66) registration, Securities Principal Qualification (Series 24) registration and the Life Accident and Health Insurance licenses. Jon also holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. As a Charter Retirement Planning Counselor (CRPC®) he follows a strict code of ethics in developing, implementing and monitoring each client's financial plan and investment strategy.
CRPC conferred by College for Financial Planning.