Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, Special Care, LGBTQ, Business Owners, Charitable Giving, Group Benefits
Jon’s communication and analytical skills enhance his work with clients as he develops strategies uniquely tailored to each client’s objectives. He began his financial services career in 1996 and has built a business model that delivers comprehensive financial plans that are tailored to his clients’ unique situation and goals. Jon guides his clients to understand the outcome of their current path while identifying any deficiencies, thus empowering their own decision making capabilities by providing insight into their personal position.
He takes a comprehensive approach to planning, reviewing numerous facets of each client’s situation, including cash flow, advanced market strategies, tax efficiencies, retirement planning, education expense, and estate planning. Jon also works with his clients on wealth preservation and estate conservation solutions to help minimize taxes and move money to the next generation to ensure a lasting legacy.
Jon’s experience is also accompanied with his commitment to learning and education. He is a Chartered Financial Consultant®, a designation that includes in-depth education on key financial planning topics including insurance, income taxation, retirement planning, investments and estate planning. Jon is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Accredited Estate Planner® (AEP®) , Chartered Financial Consultant® (ChFC®), Certified Life Underwriter (CLU®), Certified in Long Term Care (CLTC), Chartered Special Needs Consultant (ChSNC), and Chartered Advsior for Senior Living (CASL®). He also holds his Series 7, 24, 63, and 65 securities registrations.
Prior to the transition over to MassMutual, Jon was recognized within MetLife and by our industry for excellence in working with his clients including membership in MetLife’s Leaders Conference 2013, 2014, 2015, 2016 and 2017. Connecticut Magazine also recently named Jon as a 2014 Five Star Wealth Manager in the Connecticut area. He is also a member of the Estate Planning Council of Lower Fairfield County, FPA, Financial Planning Association, and the National Association of Estate Planners and Council. Jon has served on the Board of Directors on Easter Seals Costal Fairfield County.
Jon has raised two children and currently resides in Fairfield, Connecticut with his wife, Suzie. Outside of his work, he volunteers his time with Hospice, working with terminally ill patients.
Securities offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. *The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administer
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