Jon began his career in the insurance industry first as an Agent for Combined Insurance and later as a Marketing Consultant for industry giant Financial Independence Group. In his nine years with Financial Independence Group, Jon worked directly with hundreds of financial advisers. Over the years, Jon became a recognized industry leader in the development of financial advisory practices, becoming an “adviser to advisers.”
Jon holds degrees in Tourism Management and Business from UNC Greensboro and is licensed for numerous forms of insurance work along with holding Series 7 and 66 Securities licenses. Jon is a Chartered Retirement Planning Counselor® (CRPC) – a designation program for financial professionals that enables experienced advisers focused on retirement planning for individuals to define a comprehensive “road map to retirement.”
Jon resides in Davidson, N.C., with his wife, Catherine, and their two young boys and are blessed to share their life with Scout, their golden retriever.
Phone: (704) 325-9406| E-mail: jon@southparkcapital.com | Website: southparkcapital.com
Facebook: www.facebook.com/SouthParkCapital | LinkedIn: www.linkedin.com/company/southparkcapital
