For almost two decades Jon has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Jon began his career as a Financial Advisor with Banc of America Investment Services Inc. (now a part of Merrill Lynch) in Orange, where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2008 to take a team approach in providing personalized financial advice for individuals and families. Having earned both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification Chartered Financial Consultant® (ChFC®), Jon’s practice and team focus on comprehensive investment planning.
Jon’s passion for his community has led him to serve on several community boards including as a past president of the Orange County Chamber of Commerce and the past chairman of the scholarship committee for the Orange Educational Foundation. Jon also completed a four year term on the Orange County Board of Zoning Appeals. He most recently became Vice Chairman with Partner for Mental Health.
While earning his bachelor’s degree from Virginia Commonwealth University, he met his wife Chrissy. Jon and Chrissy have three teenaged children, Taylor, Ainsley & Jayden. Having lived in Charlottesville as a child, Jon and his family moved back to Albemarle in 2015 after having resided in Orange County for a dozen years.