I treat every interaction with my clients as if my children were watching. I aim to treat everyone with dignity and respect while putting them on the best path to help achieve their goals.
Chivalry is not dead. Jon will not only open the door for you at the office but financial doors that create opportunities for thoughtful, comprehensive financial plans.
Since 1999, Jon has been putting the needs of his clients first and foremost. Jon’s customer focus and experience have allowed him to develop lasting, successful relationships with his clients. By developing personalized investment models, catering to the unique requirements of each client, Jon is able to foster an atmosphere of trust that he believes is essential to managing financial assets.
Jon began his financial career with Edward Jones almost 20 years ago before moving to Wells Fargo Securities. Jon holds the designation of Accredited Wealth Management Advisor ℠ from the College for Financial Planning®, the nation’s original and most well-respected designation for providing financial advice to high-net-worth clients. In 2015, Jon brought his accolades and experience to The Avenue Wealth Management Group.
Originally from Greensboro, Georgia, Jon attended Georgia College and Georgia State University, where he earned his Bachelor of Science. Today, Jon and his three children, Emilee, Jonathon, and Jacob, live in Bishop, Georgia where they attend Athens Church. Jon is active in the community, serving as president of the Lion’s Club and volunteering with Habitat for Humanity. For fun and relaxation, Jon enjoys playing tennis, hunting, and fishing.