As a former Naval Officer with 10 years of service, Jon is certainly not new to the challenges facing our Military Families.  Nor is he new to Financial Planning.  Jon has 8 years in the industry and practices a "wholistic" approach to financial planning.  He is a NROTC graduate of the University of Minnesota and completed his MBA at the University of San Diego. He specializes in pension maximization, portfolio analysis, strategic wealth management, and estate planning.  Jon counts among his many long time clients numerous Military Families.   Welcome Jon!