Blog Subscription
To subscribe to our blog, simply fill out the form below.
To subscribe to our blog, simply fill out the form below.
As Investment Portfolio Manager, Jon manages clients’ investment portfolios by aligning their investment goals with our firm’s investment committee recommendations. As a member of the Total Wealth Planning Investment Policy Committee, Jon provides ongoing investment strategies, economic research and analysis with a breadth of tax knowledge. He is guided by the desire to bring clients more comfort and stability in their personal and professional lives, knowing their situation is being looked after. Besides wealth management experience and knowledge, Jon’s credentials include:
Jon became a shareholder of the firm effective January 1, 2022.
Outside of the office, Jon resides in Mariemont with his wife, Andrea, and three children.