Jon holds a Bachelor of Science in Finance with a concentration in Financial Planning from Southern New Hampshire University, and the Accredited Financial Counselor® (AFC®) designation. He is a CFP® certificant, having completed both the education and examination requirements for the Certified Financial Planner designation — the most widely recognized credential in the financial planning profession. He serves as a Paraplanner and Associate Financial at Clear Insight Wealth Management, based in Pittsburgh, Pennsylvania. Jon loves the full scope of comprehensive financial planning — cash flow, investments, taxes, insurance, estate planning — and how all the pieces fit together into something bigger than the sum of their parts. Whether your finances feel like a tangled mess or you are simply wondering if there is more you could be doing, Jon is the kind of advisor who will dig in and find out.

Jon and his wife Nicole have been married 18 years and have three kids. A proud Army retiree and lifelong Pittsburgh Steelers fan, he can usually be found at the grill, at the park with his family, or buried in a good book. His bookshelf leans heavily toward the behavioral side of money — think The Psychology of Money and Predictably Irrational — because he is convinced that understanding human behavior is just as important as understanding a balance sheet.