Jon has over 20 years’ experience in financial services. His focus is helping individuals and families achieve their financial goals. Jon began his career at Merrill Lynch in 1999. After 10 years at major wirehouses, Jon decided to seek independence and founded LightedWay Financial Services. Jon utilizes an in-depth planning process to help clients live their best lives financially using all the resources they have available. Jon’s role as a fiduciary advisor ensures that he will ALWAYS put his clients interests first.
In his spare time Jon is a volunteer at the Westchester Bereavement Center and enjoys nothing more than spending time with his wife and 2 children.
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