As a Senior Consultant with Marsh McLennan Agency’s (MMA) Executive 

Benefits practice, Jon partners to create executive benefits packages for 

businesses. These include executive benefit carve-outs, non-qualified 

retirement plans, business succession planning, and key-employee 

arrangements. He has extensive experience with high-net-worth and ultra-

high-net-worth clients in the areas of executive benefits, business succession 

planning, estate planning, and long-term care planning. 

For over twenty years, Jon has been working with advisors and their clients 

using a consultative approach to implement risk management strategies. Jon 

holds the Accredited Estate Planner designation from the National 

Association of Estate Planners and Councils. He also earned his Chartered 

Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for 

Senior Living designations from the American College. He was awarded the 

Certified Exit Planning Advisor Designation from the Exit Planning Institute. 

Jon graduated with his Bachelor of Arts from the University of Notre Dame 

and his MBA from the University of Cincinnati. He is a board member and 

past President of the Cincinnati Estate Planning Council. A recent semi-

empty-nester, Jon is looking to spend more time playing pickleball and golf, 

while still taking time to visit his three children who are currently in college at 

Ohio State, Centre College, and Miami University, respectively.