PROFESSIONAL DESIGNATIONS that inspire confidence
Our team’s credentials represent years of advanced training and a shared commitment to disciplined, informed financial guidance. Each designation strengthens the depth of advice and planning we provide, helping us deliver your financial strategy with experience, integrity and care.
Private Wealth Advisor
As a Private Wealth Advisor, Jon provides guidance tailored to the needs of high-net-worth individuals, families and business owners. This designation reflects the training and experience required to help clients navigate complex financial situations, coordinate with outside professionals and build strategies that support long-term goals, generational needs and evolving priorities.
CFP® (Certified Financial Planner™)
The CFP® certification represents extensive training in comprehensive financial planning. This includes investments, retirement strategies, tax considerations, estate planning, risk management and overall financial decision-making. CFP® professionals are held to rigorous educational, ethical and experience requirements to help clients make informed, well-rounded financial choices.
CEPA® (Certified Exit Planning Advisor)
The CEPA® designation equips advisors to help business owners prepare for and execute a successful transition, whether selling, passing the business to family or stepping back from day-to-day operations. Training includes valuation, tax impact, succession planning, personal readiness and strategies to help protect the owner’s legacy while aligning both financial and personal objectives.
CPFA® (Certified Plan Fiduciary Advisor)
The CPFA® designation focuses on helping employers and organizations manage retirement plans with clarity and fiduciary awareness. This includes plan structure, investment selection, participant communication, regulatory standards and ongoing plan oversight. It equips advisors to support plan sponsors and strengthen the retirement experience for participants.
CRPC® (Chartered Retirement Planning Counselor℠)
The CRPC® designation reflects specialized training in retirement planning from start to finish. This includes preparing for retirement, optimizing income sources, understanding Social Security and Medicare considerations, addressing longevity and inflation risks, and building strategies that help support clients throughout their retirement years.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.