Since entering a career in financial services industry in 1996, Jon has experienced a variety of economic and investment environments. His understanding of the drivers of investment performance and risk management is the foundation of his approach to developing strategies to help his clients address short-term challenges and meet their long-term goals. Jon leverages his knowledge and experience to create retirement income strategies and comprehensive financial solutions for a select group of individuals. A cornerstone of his practice is working with clients to create wealth preservation and estate conservation solutions that help minimize taxes and ensure a lasting legacy.Specialties: - CERTIFIED FINANCIAL PLANNER Professional CFP®- Accredited Estate Planner™ (AEP®)- Series 7 registration (General Securities Representative)- Series 24 (General Securities Principal)- Certified Life Underwriter, CLU- Certified in Long Term Care, CLTC- Certified Instructor CE Credits in Connecticut- Certified Financial Consultant ChFC- Special Needs Financial PlannerI am licensed and registered to sell products and services in several states. Licenses and registrations will vary. Please contact this office for further information.I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC., Members SIPC (www.SIPC.org). Supervisory address: 6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000.Domiciled in CT; CA Insurance