As a Regional Sales Director, John is focused on creating customized strategies to help advisors deliver outstanding service and the best solutions to suit their needs. He takes a personalized approach to connect advisors to the right resources and provide the educational initiatives to help them generate new ideas, increase revenue, and grow their business.
Through his past experience as an Associate Estate and Insurance Advisor for a bank owned brokerage, Jon understands the needs of advisors and their clients. Jon worked directly with clients to create customized retirement, tax, and estate planning strategies for high net worth and corporate clients. He is experienced in integrating life, disability, and critical illness insurance into clients' estate and financial plans.
While Jon is skilled in the technical aspects of modelling and creating financial plans, he is passionate about creating great client experiences. He enjoys the challenge of digging deeper to truly understand the needs and issues of clients and advisors and finding creative solutions to overcome challenges. Jon's main goal is to design creative financial planning strategies that will help families and business reach their goals.