With over 20 years of experience in wealth management, financial planning, and retirement plan consulting, Jon believes every business deserves a world-class retirement plan and every person a secure retirement. To this end, Jon works with businesses to maximize the utility of their corporate retirement plan and with individuals on creating financial independence.
Before joining Everhart Advisors, Jon worked as a wealth manager and retirement plan consultant for one of the largest health insurance brokerage organizations in the Midwest. He has earned his CERTIFIED FINANCIAL PLANNER™ practitioner designation and holds his Bachelor of Business Administration degree from Ohio University with a major in finance.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/