Jon was first my patient then a close friend / work out partner for several years, and coming to recognize his integrity, his fiscally conservative lifestyle and investment philosophy, I became his client 10 years ago. He coached me through the 2008 recession and ensured that I was conservatively positioned to catch the ensuing recovery. Jon's professionalism is unwavering and his designation as an endorsed Dave Ramsey consultant speaks volumes as to his financial management approach to becoming financially secure through money and debt management and retirement planning. He and his office staff are personable , accessible and I always feel that our relationship is mutually confidential. I am proud to call him my friend, financial planner and make this recommendation to you. Ken Diamond, MD