Investment Sales Advisor
Jon joined Capstone in 2021 as Investment Sales Advisor in the Orlando office with more than 10 years of experience in the financial industry. He is a highly motivated individual who uses his extensive relationship management and sales experience to leverage the best opportunities for his clients. Jon is the co-founder and CEO of Nest Egg Financial, and he has also worked as sales and account managers for several companies, including Strategic Financial Solutions in NY.
Jon graduated from Florida State University and enjoys playing golf, traveling, and spending time with friends and family.