Jon makes sure we keep our promises, large and small. Clients may arrive with extremely complex challenges and a myriad of loose ends to coordinate and nail down, putting their financial house in order so we can begin to really help them make progress on other priorities. With his background in finance and personal service, Jon is one reason our meetings flow so well and feel so productive, but he’ll tell you, “The more smart people in the room, the better the decision-making.”