Jon brings extensive operational experience and a sound understanding of markets to the team. He graduated from Penn State University in 1996 with a bachelor’s degree in business administration. In addition, he holds the Chartered Retirement Planning Counselor^SM (CRPC^®) designation.  Jon is focused on actively managing a unique sector of our client segment and cultivating new relationships.  He also supports our group's operational and technology efforts.

Jon is civic-minded and served his community as the Mayor of Coopersburg, Pennsylvania for more than eight years. In addition, Jon enjoys spending time with family, golfing and being a basketball referee in local school and recreation leagues.