Designations and Licenses

Jon is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Jon provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jon was a wealth manager at Bank of New York Mellon. His responsibilities included portfolio management, estate planning, financial planning and implementing multigenerational wealth strategies.

Jon holds a Bachelor of Arts degree in English from Washington and Jefferson College. He has an MBA from Waynesburg University.

Personal Interests

Away from the office, Jon spends time with his wife and daughter. He also cheers on the Virginia Cavaliers, Pirates, Penguins and Steelers. He enjoys Spartan Races, golf and covering (strictly ‘70s) Billy Joel songs on the piano.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.