Jon has been providing financial planning and tax advice to individuals and families since 2004. After spending four years working as a wealth planning advisor for a regional private bank, Jon transitioned to the public sector for seven years, providing financial counseling services for families in New York and Massachusetts. Jon joined Milestone Financial Planning in 2016 and became an owner in 2021.
Jon earned his Master of Science in financial planning, with distinction, and Master of Science in taxation from Bentley University, and is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his Bachelor of Science in economics and finance, cum laude, from Bentley University.
Jon is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and Fee-Only Network, and leads the Massachusetts Chapter Military Pro-Bono Initiative. Jon is also a civil affairs officer in the U.S. Army Reserve and has deployed to Djibouti and Poland in support of U.S. operations.
Jon lives on the New Hampshire seacoast with his wife and three young children and enjoys spending time with his family.