Jon joined the firm in 2012. He is a senior wealth advisor in our highly talented financial services team. Jon works with individual clients and provides guidance for their investment portfolios, helping them determine the most suitable mix of solutions for their current situation. Additionally, Jon helps to manage daily operations and compliance duties within the firm and is an investment advisor representative.
Jon’s previous employment includes experience in personal and corporate tax and audit. Jon earned his CPA designation in 2012. He is also a member of the American Institute of CPAs and the Maryland Association of CPAs.
Jon graduated from Towson University with bachelor degrees in accounting and finance. He was an officer of Beta Alpha Psi, a national honorary accounting and finance fraternity, where he served the Towson community.