With more than 25 years of experience in the investment management field, Jon not only advises clients but also leads the Fulton, MD team of advisors. He is a member of the Investment Policy Committee for Wealth Enhancement Group as well as the Investment Advisory Committee. Prior to joining Wealth Enhancement Group, Jon served 14 years as the Chief Investment Officer for Planning Solutions Group. His background also includes working as a research analyst, where he recommended securities to be included in client portfolios. Jon has provided investment advice to a variety of clients including members of large asset management and mutual fund companies, state retirement funds and hedge funds. He resides in Towson, MD with his wife and two sons. In his free time, he enjoys coaching youth sports, volunteering in the community and improving his game of golf! Jon is a multi-recipient of the FIVE STAR Wealth Manager (2020-2023)*.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.