Network of Consultants
Being brought up in a successful business family, Jon, from the start of his career, has had a knack for business planning and excelled in the financial services industry almost immediately. With a thorough and technical aptitude, it’s made clear to our clients why Jon excels at what he does and why he’s revered for his ability to think outside the box, connecting the dots to create a more comprehensive strategy. Not shying away from working with clients’ professional advisor teams such as their CPAs or attorneys, he enjoys creating more efficient, coordinated, and consolidated strategies – from layered asset protection with multiple trusts, to tax planning, succession planning, and corporate retirement plans, Jon is well practiced in the many nuances of the business arena.
Financial Advisor & Advanced Case Specialist
Financial Professional & Client Relations Manager
With extensive experience in the business owner market, and having been a business owner, herself, Laura was a seamless fit to the team and is integral to case continuity and strategy fulfillment through. With the multiple moving pieces typically involved in our work, Laura ensures a lucid client experience.
Looking to accelerate his learning in the advanced planning world, Jon was a perfect planner for Josh to match up with. Assisting with plan designs, data gathering & analysis, Josh works closely with Jon to uncover opportunities, craft proposals, making sure I’s are dotted and T’s are crossed.