Jon has more than 21 years of experience in financial planning. He is a member of the Investment Policy Committee for the CG Advisory Network, and specializes in personal financial planning. Jon holds Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) securities registrations, plus Life and Health licenses in 8 states. He has earned Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Certified National Social Security Advisor designations.
Jon received his master’s degree in administration from Central Michigan University and his bachelor’s degree from Ohio State University. He is a member of the Financial Services Institute, and the Financial Planning Association. Jon is married to Beth and has two children and a grandson. His interests include golf, fishing, lake life, and travel with his family.