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
Identity Theft Awareness Week
January 30th to February 3rd, 2023 is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this... read more
Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or swit... read more
How the Fed Has Navigated World Events
I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial event... read more
Putting Interest Rates Into Perspective
Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.
But despite tha... read more
