About Us

   Growing up in the Carolinas, Jon was driven by two passions: basketball and a desire to prove what was possible. From his All-State basketball achievements to his academic success, he consistently exceeded expectations. After earning degrees in Economics and Accounting, he found a career path that kept him close to the professional sports world. However, his true calling was to empower others through financial literacy. After years of experience, Jon took the leap to start his own firm, motivated by the opportunity to serve his community and help businesses thrive.