Jon’s financial services career began in 1996 and he has built a successful business model that delivers a comprehensive financial plan that not only focuses on your life as a whole, but analyzes data and details to tailor to your specific needs and goals. By reviewing all facets of your financial situation, including cash flow, advanced market strategies, tax efficiencies, retirement planning, education expense and estate planning, he provides the most efficient recommended plan. Another cornerstone of Jon’s practice is to  work with clients to create wealth preservation and estate conservation solutions to help minimize taxes and move money to the next generation to ensure a lasting legacy.