General Info

Lon is a veteran in the field who has been licensed for 20 years. He was previously an owner and operator of retail businesses for 17 years but has since dedicated himself to helping people work toward achieving their financial goals with personalized service. Lon’s experience is best defined by his sharp profiling of clients’ specific needs and goals in order to build their roadmap to pursue financial success. He aims to build trust with each client in order to work together towards a common goal.