Prior to joining Integrated Financial Planning Services, Jon worked as a middle school music teacher in New York City and Long Island.  Jon holds a Bachelor’s Degree from New York University and a Master’s of Music from Teachers’ College, Columbia University.

Jon became a U.S. Internal Revenue Service Registered Tax Return Preparer in 2012 and received the designation, Certified Retirement Income Professional, from the American College of Financial Services in 2015. He has been a FINRA Registered Representative and holder of life and variable insurance licenses ever since the beginning of his work in financial services. Based in Germany, he is a frequent visitor to many schools in CEESA in support of his clients and a long term participant in and supporter of the CEESA conference.