Jon joined Commonwealth in April 2023 as manager, retirement consulting. In this role, his responsibilities include overseeing a team of retirement consultants that fields inquiries from advisors and teammates around retirement-related topics, including employer-sponsored and individual retirement accounts. Jon is involved with numerous product and marketing efforts to increase Commonwealth’s tools and capabilities for financial advisors and maintains critical vendor relationships to ensure that we have innovative resources. Before joining Commonwealth, Jon worked at Principal Financial Group in retirement education and was previously a financial advisor.

Jon received a BS from Syracuse University and holds FINRA Series 7, 26, and 66 securities registrations.