Jon is a Senior Wealth Advisor and a member of the High Net Worth team, working with clients who have $4 million or more in investment assets. He partners closely with clients across all aspects of their financial lives and is passionate about helping them make informed decisions to achieve their goals. Jon values building meaningful, long-term relationships, which he believes are essential to delivering thoughtful, personalized advice.
Prior to joining the firm, Jon worked at The Colony Group, where he provided comprehensive financial planning and investment management solutions to high net worth individuals and families at all stages of life. In addition, he personally prepared client tax returns, developing deep expertise in tax planning and a strong understanding of how it integrates into broader financial strategies.
Jon graduated from the University of Pittsburgh with a degree in Finance and is both a CERTIFIED FINANCIAL PLANNER® practitioner and a Tax Planning Certified Professional®.
Jon lives in Marblehead, MA with his wife, Ashley, and their daughter, Mia. He enjoys traveling, golfing, and spending time in his workshop on woodworking projects.