Jon has his PhD. in Financial Planning as well as many qualifications that have allowed him to achieve the experience needed to care for each of his clients. Jon is a Chartered Financial Consultant, a Chartered Life Underwriter, and has worked in the financial services industry for more than 50 years.
Along with a vast knowledge of the financial arena, Jon brings a lifetime of practical experience to the planning table. He enjoys bringing a personal touch to every aspect of his business and treats each of his clients with the same southern hospitality that he shows to his family and friends.
Jon is married to Jeanette, and together they have three daughters, and ten grandchildren, and two great-grand sons.
