With over 30 years of experience in the financial services sector, Jon is dedicated to helping individuals and business owners achieve their strategic financial planning goals.
Joined Lido: 2024
Homebase: New Albany, OH
Professional Focus: Leverages his extensive knowledge and experience to develop tailored strategies for his clients while overseeing a multidisciplinary team of financial planning professionals.
Education: B.S., Business Administration, The Ohio State University
Previous Work Highlights: Jon began his financial practice in 1989 and partnered with Lew Shore in 1995 to establish Shore Morgan Financial Advisors prior to its partnership with Lido Advisors in 2024.
Personal Facts: In his free time, he enjoys cycling, traveling, and spending quality moments with his family and friends.
