Jon has joined our team after serving clients at Merrill Lynch in the Traverse City office. Jon advises high-net-worth individuals, families, and local businesses in developing personalized investment strategies and providing tailored solutions that address clients’ unique goals and challenges.
In addition to wealth management, Jon has advanced knowledge of tax-efficient investing, charitable giving strategies, alternative investments, estate and trust management. Jon is committed to delivering holistic, customized financial solutions that maximize wealth accumulation and preservation.
Jon holds a Bachelor of Arts degree from Florida Atlantic University. Outside of work, Jon is an avid sailor, actively participating in the Grand Traverse Yacht Club. Jon and his wife are the proud parents of two young children and an overly active German Shorthair Pointer.