Jon was taught to treat people with respect and compassion, a lesson he teaches his own children today. With more than twenty years of financial services experience, he listens to learn about your dreams for the future, and then creates financial strategies to help you achieve them. He inspires trust and confidence by patiently presenting complex financial concepts in ways you can understand - making you a full partner in planning for your golden years.
A Troy native, Jon now helps retirees and pre-retirees of Troy and the surrounding communities plan for financial independence. Away from work, Jon and his wife Ami stay busy raising two young boys, Will and Heath. An active and adventurous person, Jon enjoys traveling, fishing, and boating with his family.
322 West Main Street Suite A, Troy, OH45373
Phone: 937-335-7700 Toll Free: (866) 335-7701 Fax: 937-335-7703
Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
This communication is intended for individuals residing in the states of AZ, CA, CO, FL, IL, IN, MI, MN, NC, NH, OH, PA, TN, WA, WI, WV. No offers may be made or accepted from any resident outside these states .