Jon likes to say he helps people “Get retired, stay retired and tackle all the financial issues that come up in between." Together with his team, he helps his client family address their five biggest concerns: growing and preserving wealth, mitigating taxes, taking care of heirs, ensuring their assets are not unjustly taken, and charitable giving. He is also a CERTIFIED DIVORCE FINANCIAL ANALYST® and in that capacity, he helps clients evaluate the short and long-term financial implications of a potential divorce settlement and answer the question, "Will I be okay?"
Naval flight training brought Jon to Pensacola in 1986 after graduating summa cum laude from the University of Massachusetts with a bachelors degree in business administration. He served for 10 years in the U.S. Navy as an officer and helicopter pilot, deploying from both coasts and serving in Operation Desert Storm. While in the Navy, Jon earned his master's degree in management from Troy University.
Jon lives in the Gulf Breeze area with his wife Kathleen. They have two grown sons. Alex, an accountant, lives in New York City with his wife Claire, a social worker. Collin, who’s bio is right next door, is a financial advisor and joined the firm in 2019 after graduating from the University of Central Florida with a degree in finance. Jon is a past president of the Navarre Chamber of Commerce, President elect of the Navarre Rotary Club, and a Mentor in the Take Stock in Children Program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.