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
Q3 GDP: What’s Next After Inflation?
Wall Street is gradually turning its attention towards an “expansion economy” and leaving behind any concerns of a recession. With the recent release of a soft consumer inflation report... read more
Why the Fed Can’t Figure Out the Jobs Market
As the Fed continues its fight against inflation, one of the more challenging parts of the economy is gauging what’s happening in the jobs market.
One July report showed the private se... read more
The Fed Raises Rates. Again.
Don’t hold a surprise birthday party for Jerome Powell. He would hate it. And if you plan on visiting the Fed Chair, call first. He doesn’t like surprises.
Powell delivered on hi... read more
Fed Attempts to Calm Markets
Jerome Powell is a man of his word. And the financial markets believe that’s an excellent trait for the Federal Reserve Chairman.
Powell told the financial markets to prepare for a 25 ... read more