When you are not at the office, you can often be found doing what? Coaching my daughters in lacrosse, CrossFit, and spending time at my family farm in Pennsylvania.
What is your favorite quote and why? “Suck it up, buttercup.” It is something my girls have picked up playing their sports that I think serves everyone well sometimes.
For what in life do you feel most grateful? I am most grateful for my family – my wife, three daughters, and 2 duck-chasing chocolate labs.
What is your most treasured memory? I fondly remember and cherish road trips with my father.
Where is your happy place? In the mountains in Pennsylvania.
What does true leadership mean to you? A true leader is someone who helps others become successful while also learning from the same people they are mentoring.
In another life, I would probably be: a pilot.
The best part of working for Acorn is: being surrounded by like-minded planners with a great support team.
One day, I would really like to: enjoy a long vacation with my family before my girls get too grown up.
Disclosures: Securities offered through registered representatives of The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of SFA, which is otherwise unaffiliated with AFS and AFAS. The SFA does not give tax or legal advice.
Jon has been a Financial Planner and Investment Advisor Representative since 1995. Jon joined the Acorn team in 2017 and is now a Registered Representative of the Strategic Financial Alliance, Inc.
Jon received his Bachelor of Science degree in Business from Bridgewater College. He currently holds the following designations: Accredited Investment Fiduciary, Registered Financial Consultant, Certified Fund Specialist, Certified in Long-Term Care and the Chartered Federal Benefits Consultant designation.
During his 20+ years in the industry, Jon has participated in multiple beta tests on industry software. Jon also has a passion for financial education- he has taught various adult education classes at VCU School of Medicine and Georgetown Law, in addition to courses in Fairfax, Arlington, and Loudon counties.
Jon’s father was a Master Chief in the Navy and his family moved many times during his childhood. After living in Pennsylvania, Jon is an avid Steeler’s fan. He now resides in Northern Virginia with his wife, Sherri, and three daughters, Sydney, McKenna, and Samantha.
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