Jon entered the financial services industry in 1980. Following through on a dream to provide clients with truly comprehensive and independent financial planning, Jon founded Independence Wealth Services in 1994 as a sole practitioner.
The firm has since expanded and now includes multiple CFP® and CFA® professionals, as well as a CPA, and client service associates.
Within the organization, Jon specializes in wealth management, retirement, and estate planning as a CERTIFIED FINANCIAL PLANNER® practitioner. Jon finds great satisfaction in the fact that the IWS business model aligns the clients’ best interest with the firm’s best interest, unlike the commission-driven models of many financial services firms.
Jon strives to create and maintain excellent relationships with his clients and within the local community. He donates considerable resources and time to the Boys and Girls Clubs of Delaware, among other charitable activities, and is an avid motorsports enthusiast.