Biography

As a Financial Planner, Jon helps individuals and business owners define their long-term goals and works with them to develop a plan to help achieve those goals.  This includes assisting them in making informed financial decisions and investment strategies.  Jon understands that each client is unique in their financial circumstances and concerns, and he delivers advice on a customized basis.

With over 10 years experience, Jon is dedicated to educating his clients on the many aspects of wealth management and asset protection.  Recommendations are presented only after determining the client's risk tolerance, financial needs and goals, and a time frame for those goals.  Jon consistently delivers the unbiased advice that will help serve each individual in the most appropriate way.

Jon believes in utilizing a team approach and works closely with his client's other advisors.  This business model provides Jon's clients with more immediate and comprehensive service.

Jon has several years of experience in the insurance and financial services industry and is a graduate of Colby College.  Committed to professional education as a means to better serve his clients, Jon has earned the advanced designation of Life Underwriters Training Council Fellow (LUTCF).  Recognized for his achievements, Jon has earned numerous sales and service awards throughout his career including the industry’s National Quality Award (NQA) and the Million Dollar Round Table.

Active in the industry, Jon is a member of the Southern Maine chapter of the National Association of Insurance and Financial Advisors (NAIFA).  He is also a member of the Maine Estate Planning Council.  Active in Rotary, Jon is a Past-President of the Bath Sunrise Rotary Club, past Assistant Governor for Rotary District 7780 and is a current member of the Topsham Expresso Rotary Club.  Jon is an active volunteer with Maine Handicapped Skiing and also serves on the United Way's Success by Six council.  He currently resides in Topsham with his wife Danielle, daughter Lydia, and son Brady.

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.