Jon has been a financial planner over ten years. When he's not working, he's wrestling with his boys (8, 11 and 12) or hiring a babysitter and taking his wife, Ashli, out to a fancy dinner.
Practice Manager
Lilly Nunez
Lilly serves our clients with the highest level of excellence, and friendliness. She's married to Anthony, and has two kids, Leo and Adel.
HR and Finance Director
Ashli Solitro
Ashli keeps things running internally here. She's married to Jon, and runs a household for her boys (Jon 41, Joey 12, Sam 11 and Daniel 8) She loves running and reading, often at the same time.
Office Dog
Piper
Piper has been in the office for 4 years, and is skilled at taking naps and barking at anyone she doesn't recognize.
Come See Us!
Schedule a no-cost consultation, either in our office or over Zoom!
