Senior Vice President
Jon began advising clients on financial matters in 1980. He focuses on helping clients build and maintain financial independence. He graduated from Wake Forest (BA, Latin) where he played baseball and earned all ACC-Academic honors. Jon also earned a Master of Arts in Teaching/Latin at UNC Chapel Hill. He has been active in coaching youth sports and teaching in his church. Jon and his wife Mary have four children, Karver, Emily, Anna and Molly, and six grandchildren Mary Scott, Hannah, Andrew, Jack, Ebie and Mary.