I’ve known Jon for over 16 years, since our days paddling competitively in dragonboat. Even then, he was someone teammates naturally looked up to—disciplined, dependable, and quietly driven. Jon brings a deep sense of responsibility, integrity, and attention to detail into everything he does. He’s also a devoted son who selflessly cared for his elderly parents, showing just how much he values trust and family. Now stepping into his new role as a financial advisor, Jon is well-prepared. His maturity, independence, and strong moral compass make him someone clients can rely on. He doesn’t just give advice—he listens, understands, and genuinely cares about doing right by people. I have no doubt he’ll bring the same dedication and heart to helping others achieve financial peace of mind.

I’ve known Jon for more than 10 years. He’s consistently reliable, responsive and prudent with how he manages his money; I am confident that his values will hold him in good stead and your finances will be in safe hands.