Meet Our Planning Team

Service Overview:
I work with the owners of successful closely held businesses, as well as other high net worth individuals and families. My clients achieve a sense of confidence because together we create a comprehensive financial plan based on their goals and objectives which assures them that taxes, expenses and creditor risks are minimized, that the desired succession plan for their business is in place, that their investment portfolio is positioned for optimal performance, and that they will leave a legacy that is both significant and meaningful.

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Click here to read my Biography.

* Licensed, but not practicing

As a Director of Planning for Lincoln’s National Planning Department, Jon is the primary planning contact for Lincoln’s offices in Phoenix, Greater LA/Westlake Village, Orange County, San Diego, and the California Fringe Benefit RPG. In his role, Jon provides consulting services to Lincoln advisors in all areas of financial planning with specialization in estate and business succession planning. Jon also collaborates with advisors to develop comprehensive personalized financial plans to address their clients’ goals and objectives. Having served on several advisory committees for Lincoln, Jon was heavily involved in developing national planning initiatives so advisors had greater access to the intellectual capital and expertise available throughout the organization.

Jon graduated from the University of California, Davis in 1994 with a double major in physiology and psychology. After a career in the pharmaceutical industry as a research scientist, Jon is utilizing his analytical background to further develop the financial planning practices of the advisors with whom he works.

• Primary area of expertise is developing key concepts and strategies for the high net worth market.


• Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, NAIFA and numerous technical and internal Lincoln business management sessions.

• Member of the American and Connecticut Bar Associations.


• B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

• Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.


• BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.