Jon joined the firm in May 2019 to work side-by-side with Brian Laundry as an associate insurance consultant. After years of working as a dually licensed (investment and insurance) advisor, Jon transitioned to an insurance-only advisor in 2014.
The insurance industry has a significant challenge, whereas existing policy owners have no communication with the original agent who implemented their insurance policy. These agents have either retired, left the business or passed-away. Jon's primary responsibility is to locate, communicate and provide as much assistance as possible for these 'orphaned' policy owners.
All 'orphan' policy owners should have tremendous confidence in Jon's expertise.