Jon Lapp

Jon Lapp Email and Phone Number

Financial Advisor @ Haven Financial Advisors
Austin, Texas
Jon Lapp's Location
Lancaster, Pennsylvania, United States, United States
Jon Lapp's Contact Details

Jon Lapp work email

Jon Lapp personal email

n/a

Jon Lapp phone numbers

About Jon Lapp

I founded Haven Financial Advisors to provide a unique and personalized planning experience for each client.I have over a decade of financial industry experience, primarily advising active professionals, business owners, and individuals approaching or entering retirement. I am passionate about educating and getting to know my clients, to ensure they are confident about each stage of the financial journey. I especially enjoy providing values-based investment strategies, helping clients steward their assets with intentionality that goes beyond simply a rate of return. I also specialize in helping nonprofits and donors with tax-wise charitable planning techniques.

Jon Lapp's Current Company Details
Haven Financial Advisors

Haven Financial Advisors

View
Financial Advisor
Austin, Texas
Employees:
2
Jon Lapp Work Experience Details
  • Haven Financial Advisors
    Financial Advisor
    Haven Financial Advisors Nov 2022 - Present
    Lancaster, Pennsylvania, United States
    View
  • Ambassador Advisors, Llc
    Financial Advisor
    Ambassador Advisors, Llc Mar 2021 - Nov 2022
    Lancaster, Pennsylvania, United States
    View
  • Ufinancial Group
    Financial Advisor
    Ufinancial Group May 2013 - Mar 2021
    Lancaster, Pennsylvania Area
    View

Jon Lapp Skills

Finance Leadership Budgets Financial Analysis

Jon Lapp Education Details

Frequently Asked Questions about Jon Lapp

What company does Jon Lapp work for?

Jon Lapp works for Haven Financial Advisors

What is Jon Lapp's role at the current company?

Jon Lapp's current role is Financial Advisor.

What is Jon Lapp's email address?

Jon Lapp's email address is jl****@****ors.com

What is Jon Lapp's direct phone number?

Jon Lapp's direct phone number is +148490*****

What schools did Jon Lapp attend?

Jon Lapp attended Messiah College.

What are some of Jon Lapp's interests?

Jon Lapp has interest in Poverty Alleviation, Children.

What skills is Jon Lapp known for?

Jon Lapp has skills like Finance, Leadership, Budgets, Financial Analysis.

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