Jon believes in helping clients by listening attentively to their needs and understanding their financial goals along with identifying their concerns. His mission is to help his clients attain financial freedom and peace of mind by spending time with them to truly understand their financial picture. Based on each client’s individual needs, Jon will create an investment allocation for them along with a proactive, holistic wealth plan that will help them make informed financial decisions throughout their lives and achieve their financial goals.
Jon began his career with Concord Wealth as an intern in the summer of 2003. After graduating from Tennessee Technological University with a Business Administration degree in 2004 he joined Concord Wealth full time. Jon has obtained FINRA licenses 7, 28, and 66 and holds life, health, and annuity licenses.
Jon was born and raised in Bristol, TN, and has been a lifelong resident of the area. He and his wife Lauran have two children, Reid and Olive. In 2013, Jon completed the Nashville Marathon which he regards as one of his top personal achievements. His hobbies include watching/attending sporting events, running, and attending concerts.
We show up for our clients each and every day. Whether that means answering a late-night phone call or being present in a time of unexpected crisis, we are there. From the day we first opened our doors in 2002, we have strived to become our clients’ most valuable resource. Providing objective, thoughtful, and strategic advice to our clients is paramount. We have chosen a fiduciary obligation to our clients to fulfill our mission as a firm and as a family.
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
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