Delivering exceptional client experience, while working with high net worth clients and institutions on their speciﬁc trust and estate planning needs.
Jon has 18 years of experience in the ﬁnancial services industry, including trust administration and wealth planning operations.
Prior to joining Midwest Trust, he served as a Senior Wealth Advisor for First Commonwealth Bank, as well as held previous positions within the Huntington Private Bank and JP Morgan.
BA, University of Vermont
JD, Capital University Law School