Financial Consultant
Since joining Equitable, Jon has established his practice by dedicating his time towards helping others and providing truly unique client experiences. With a diverse, yet altruistic background, Jon focuses his time as a retirement benefits consultant to serve his clients who work in education, private sector, non-profit organizations, and small businesses. By concentrating on implementing creative planning concepts, Jon helps to establish solutions.
Jon’s primary goal is to work closely with his team, The Rockland Group, Wealth Management L.L.C., for the benefit of his clients. Utilizing a comprehensive, yet comfortable approach, financial stability and strength are areas of particular focus; achieved through education, advocation, organization, and motivation. Jon’s goal is to help his clients achieve their own versions of success, specific to each of the individuals, families, and companies he works with by implementing strategies dedicated to sustainable investing and tax efficiency.
He lives in Blandon, where he takes care of his family and established his roots in the area. Jon enjoys golfing and working on cars.
Professional Designations/Registrations:
FINRA Licenses: Series 7, 66
Life & Health Licenses
Degrees/Education:
Bachelor of Science
Lock Haven University of Pennsylvania