As a CERTIFIED FINANCIAL PLANNER™, Jon is passionate about helping clients think wisely about money and wealth. Having been in the financial planning industry since 2007, Jon walks alongside each client to create a customized blueprint for their financial journey, and his vision is always to guide them to become the best stewards of their wealth.
Holistic financial planning is at the heart of Jon’s mission for his clients. With a focus on a thorough and detailed approach, he specializes in Social Security planning, Roth conversion strategies, life insurance needs analysis, and investment management and federal employee retirement benefits.
Jonathan has worked with a diverse range of individuals, families, and small business owners in maximizing their financial potential. Prior to joining EverSource, Jon had been a sole practitioner, owning Panoramic Financial Planning LLC, advising clients with services offered through Brokers International Financial Services. Before that, he was the head of the Wealth Management division for a growing community bank in Florida. Jon has called East Tennessee home since 2017, where he continues to grow his financial planning practice.
Jon is married to his high school sweetheart, and father to seven amazing children. Along with raising his children, he raises chickens, goats and anything else his wife wants to attempt. With a view toward multi-generational growth and impact in the Knoxville community, Jon desires to continue in his role as a financial planner with EverSource Knoxville for the rest of his career. Jon also is actively involved in Christ Presbyterian Church in Knoxville, TN.
Bachelor of Science in Business Management, Stony Brook University, New York
