Our Mission Statement

Jon strives to provide his clients with a solid, logical and organized plan for making money and managing risk and to develop long-term relationships based on trust and confidence. Some of his client relationships span over 30 years. However, he still welcomes new clients to his practice.

There are very few financial advisors practicing today that have had over three decades of personal investment experience. Jon believes that his commitment and dedication to his clients is the primary reason why he has persevered though both good markets and bad.

Jon’s Dedication and Personal Service to his Clients

Your interests come first.

You are entitled to my personal financial advice. My investment practice is distinguished by the personal interest I take in my clients and their families. Jon’s top clients look to him to be their trusted advisor.