Jon Kelton is the first financial advisor I have had who has been proactive in managing my assets. For 20 years, those I charged with my retirement savings and investments simply allowed the market to do its thing without any consideration regarding what's best for me. Before I was even a prospective client of Jon's, he spent nearly two hours with me just having a conversation and earning my confidence. Once I decided that I trusted Jon with my assets, Jon spent a significant amount of time thinking about my financial goals and making recommendations that will best set me up for retirement. In the time that I have been a client of Jon's, he has proactively called me no less than every 90 days and anytime the market takes a turn, putting me at ease and letting me know that he's guarding my money as if it were his own. And in a world where it is evident that many financial advisors are just "phoning it in" and putting themselves first, I am fortunate enough to know that Jon will be the last person I need to entrust with my money as I spend the next 20+ years working towards retirement.