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

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Re... read more

The Fed Plans for Higher Rates

The Federal Reserve, in recent years, has been committed to being open about its policy on interest rates. And that commitment was on full display in recent weeks.

In an early April speech, ... read more

“Unretiring” to Stay in the Game

Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!

These athletes thought ... read more

Staying Positive

Staying positive these days is a lot easier said than done. Inflation is running hot, gasoline prices are up, interest rates are climbing, and it’s hard to remember the last time the stock market... read more

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