Personal One of Your OwnJon was taught to treat people with respect and compassion, a lesson he teaches his own children today. With more than twenty years of financial services experience, he listens to learn about your dreams for the future, and then creates financial strategies to help you achieve them. He inspires trust and confidence by patiently presenting complex financial concepts in ways you can understand - making you a full partner in planning for your golden years. A Troy native, Jon now helps retirees and pre-retirees of Troy and the surrounding communities plan for financial independence. Away from work, Jon and his wife Ami stay busy raising two young boys, Will and Heath. An active and adventurous person, Jon enjoys traveling, fishing, and boating with his family.