Wider Support Network

As a Director of Planning for Lincoln’s National Planning Department, Jon is the primary planning contact for Lincoln’s offices in Phoenix, Greater LA/Westlake Village, Orange County, San Diego, and the California Fringe Benefit RPG. In his role, Jon provides consulting services to Lincoln advisors in all areas of financial planning with specialization in estate and business succession planning. Jon also collaborates with advisors to develop comprehensive personalized financial plans to address their clients’ goals and objectives. Having served on several advisory committees for Lincoln, Jon was heavily involved in developing national planning initiatives so advisors had greater access to the intellectual capital and expertise available throughout the organization.

Jon graduated from the University of California, Davis in 1994 with a double major in physiology and psychology. After a career in the pharmaceutical industry as a research scientist, Jon is utilizing his analytical background to further develop the financial planning practices of the advisors with whom he works.

Jon holds the California Life License, Series 7, Series 66, and Series 65 registrations along with the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant professional designations.

• Member of the American and Connecticut Bar Associations.
  
  
• BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

• Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
  
  
• BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

• Areas of expertise: Key concepts and strategies for the high net worth market.
  
  
• St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, and numerous technical and internal Lincoln business management sessions.

• Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
  
  
• Summa cum laude, Master's degree graduate from Southern Methodist University.

• Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.
  
  
• BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.