Since 1995, Jon has worked in the financial industry specializing in insurance needs for his clients. After 14 years, he started his own insurance agency, before joining Holvick & Associates in 2017. Whether you're an executive, small business owner, or high net worth individual, Jon specializes in tailored comprehensive plans. His experience and network of professionals allows him access to the most creative and up to date planning strategies for his clients. As the planning environment has changed over the years, so has his practice. Today we operate holistically on our client's side instead of the traditional insurance salesman model.
Jon has been married to Nicole since 1995 with three children and two dogs. He enjoys outdoor activities and golf.