Jon began his career in the insurance industry first as an Agent for Combined Insurance and later as a Marketing Consultant for industry giant Financial Independence Group. In his nine years with Financial Independence Group Jon worked directly with hundreds of financial advisors. Over the years Jon became a recognized industry leader in the development of financial advisory practices. In essence, Jon was an advisor to advisors.

Jon’s passion stems from his internal drive for excellence in all he does. Those who work with Jon remark on his energy and enthusiasm. Jon feels blessed to have had the opportunity to mentor along with some of the top financial planners nationwide and now brings a wealth of experience and know-how to bear in solving client puzzles. He enjoys starting with client goals and desires and then building a collaborative plan to achieve the desired outcomes.

Jon grew up in Morganton, North Carolina, and has fond memories of listening to his Dad play bluegrass music. He holds degrees in Tourism Management and Business from UNC Greensboro and is licensed for numerous forms of insurance work along with holding Series 7 and 66 securities licenses. Jon is a Chartered Retirement Planning Counselor™ – a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

Jon resides in Davidson with his wife Catherine and their two young boys. They are also blessed to share their life with Scout, their Golden Retriever. They enjoy all Davidson has to offer especially boating on Lake Norman, hanging out by the pool and enjoying just about any outdoor adventure. Jon is a Crossfitter and has a strong passion for Carolina Basketball.