PARTNER

With over 18 years of industry experience, Jon has been an advisor with Balance Rock since 2008. He specializes in retirement income planning, asset management, qualified retirement plans, and developing education savings strategies for the firm’s growing client base. With each of his clients, Jon takes an individualized approach that starts with identifying the values, priorities, and goals that are most meaningful to them.

After attending the University of Maine, Jon went on to earn his degree in Business Administration from Westfield State College. He currently holds his FINRA Series 7 & 66 Securities registrations with LPL Financial along with his Health and Life insurance licenses. In 2012, he earned his Professional Plan Consultant Designation from Robert Morris University, allowing him to serve as a fiduciary in advisory relationships, on his clients’ 401(k) plans. 

A resident of Lanesborough, MA, when he’s not working or volunteering his time in the community, Jon loves spending time with his wife, Abby and their daughters, Emmeline and Isla; supporting the region's many arts and cultural organizations, and getting outdoors and enjoying the Berkshires!