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Director of Financial Planning, Investments & New Business


  • Gordon College,
    BA Business Administration
    Wenham, MA

As Director of Financial Planning and Investments, Jon designs custom financial plans utilizing investment and insurance products, and heads the firm’s investment and insurance teams. As Director of New Business, Jon works closely with the firm’s managing partners in leading new business initiatives. Drawing from his technological expertise, Jon oversees and maintains Beauport’s state-of-the-art financial services information technology.

Jon holds Series 7, 6, 63, and 65 registrations with FINRA and holds Insurance licenses for Life, Health, Annuity and Accident.

Professional associations include serving on the Corporate Board of Directors at the North Shore YMCA since 2009. Jon is actively involved with Crossfit, a phenomenon in the world of fitness, and holds membership in the Crossfit FivePlus Community in Beverly, MA.

Jon and wife Brooke are currently renovating their new home while making the time to enjoy all that defines the North Shore … the shoreline’s natural beauty, the beaches (unlike the beaches he grew up with in Hawaii), and the importance of time spent with friends and family.

A long, healthy, and happy life is the result of making contributions, of having meaningful projects that are personally exciting and contribute to and bless the lives of others.

-Stephen R. Covey

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