Jon has over 20 years of experience working with retirees and pre-retirees, specializing in retirement distribution planning and analysis. Jon and Service Manager Barb Curwick are proud to provide a high level of client service with an emphasis on preparing for, transitioning to, and enjoying retirement..
To further enhance his area of specialty, Jon has attained two important designations in the financial services industry:
- “National Social Security Certificate Holder” - An advanced certification for helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits.
- “Certified Financial Planner Professional” (CFP) – AA designation issued by an independent board for financial planning to advisors who meet education, examination, experience and ethics requirements.
When not servicing his clients, Jon and his wife Deb enjoy going to “the lake”, attending concerts and plays, and spending time with their adult children.