Team
Jon Sheflet
Owner
Jon has been working with individuals for over 30 years. Using extensive personal and professional experience, he covers all areas of financial planning to help clients pursue their goals.
- 33 years of experience
- Qualifications: Series 6, Series 7, Series 63
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
We can help you address your needs of today and for many years to come. We look forward to working with you.