Meet Jon.

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.

Read Jon’s Blog

Will Social Security Run Out in Your Lifetime?

In early May, the Social Security Board of Trustees announced that the government trust funds had sufficient revenue to pay out full benefits until 2035. While that headline may suggest that funds ... read more

Keeping Things in Perspective

It’s easy to get caught up in the whirlwind of news these days. With the constant stream of updates and the ongoing challenges of recent years, it’s only natural to react with a mix of ... read more

The Fed Signals Rate Cuts in 2024

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting earlier this month, saying he sees short-term rates heading lower next year. Perh... read more

Considerations During Medicare’s Open Enrollment

How long has it been since you’ve reviewed your Medicare policy? Understanding your options can help you make more informed decisions during the open enrollment period.

With the deadline c... read more

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