An advisor since 2008, Jon believes investing is about far more than just growing your wealth. It is about using money as a tool to live your best life and build a better future. That is why for Jon, offering personalized service as a Wealth Manager has taken on a whole new meaning.
Jon collaborates with clients to craft customized financial plans, prioritize and fund financial goals, optimize investment portfolios, mitigate risks, and maximize tax-efficient retirement income. All Kingsview Partners believe in the power of resourcefulness and creative thinking. If there is a way to get your money working harder for you, it is our mission to find it.
Most importantly, Jon is proud to adhere to the fiduciary standard, bound by a legal obligation to do what is right for clients. Straightforward and transparent pricing is designed to align our interests and elevate the standard of care for our clients. At Kingsview Partners, you can be confident your Wealth Manager is just as committed to your success as you are.