Jon focuses on developing new business relationships by providing expertise and trusted ongoing support. He also works to expand client engagement through strategic cross-consulting, always aiming to meet and exceed client expectations.
Jon was previously an integral member of a team that grew a small regional Recordkeeper into one of the largest independent providers. Jon gained comprehensive experience across the business, allowing him to better align solutions with client needs. His passion for building long-term relationships and helping participants save for retirement drives his dedication to working closely with plan advisors.
Fun fact about Jon: He ran his first half marathon in 2022 and his first full marathon in 2023!
Irvine, CA
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