people

Daria M. AliAnne Marie E. AshworthAnn J. BeckwithKara V. BestlerX. Alexandra ChastainDiane M. CookKevin R. DraudtCharles B. FlowersAaron E. GrahamLaird W. GreenBethany M. GriffithCharles W. HammerCorinne S. HannaCheryl R. HollandWilliam R. JeterAlexa N. KirbyEdward W. Kramer, IIJ. Abigail MasonSusan A. McCantsJonathan J. RobertsonStephen J. ScottEileen M. StevensMolly A. ThomasIdene T. ThompsonPatricia P. Watson
 

Jonathan J. Robertson cfp®

Hand some people lemons, and they’ll make lemonade. Give Jon live lobsters, and he’ll end up creating two killer meals.

Yes, an explanation is in order. We’ll let Jon handle that. “My sister sent me lobsters through the mail as a Christmas gift. Great, I thought, just one more thing to add to my to-do list. Of course, I cooked them and they were great. Even better, I saved the cooking stock and later put together a fabulous risotto. I truly maximized those lobsters.”

The moral of the story: Jon likes to be prepared to make the best of any situation. Example: “A client’s family called after his heart attack to ask what to do. I was able to say, you’ve done your planning, all you have to worry about is taking care of him.”

Articles Quoting Us

Daily Worth: "What are the financial pros and cons of marriage?"
DailyWorth.com 

Financial Advisor IQ: "When high-net-worth clients want to go DIY"
FinancialAdvisorIQ.com 

Financial Planning Concerns for Unmarried Couples
MidlandsBiz 

Giving to Charity
MidlandsBiz 

Fiduciary Institute Unveils First Class Of Best Practices Advisors
fa-mag.com

Jon Recommends


Who Gets Grandma's Yellow Pie Plate
Marlene S. Stum


Good to Great
Jim Collins


Ethical Wills
Barry K. Baines, M.D

Hand some people lemons, and they’ll make lemonade. Give Jon live lobsters, and he’ll end up creating two killer meals.

Yes, an explanation is in order. We’ll let Jon handle that. “My sister sent me lobsters through the mail as a Christmas gift. Great, I thought, just one more thing to add to my to-do list. Of course, I cooked them and they were great. Even better, I saved the cooking stock and later put together a fabulous risotto. I truly maximized those lobsters.”

The moral of the story: Jon likes to be prepared to make the best of any situation. Example: “A client’s family called after his heart attack to ask what to do. I was able to say, you’ve done your planning, all you have to worry about is taking care of him.”

Articles Quoting Us

Daily Worth: "What are the financial pros and cons of marriage?"
DailyWorth.com 

Financial Advisor IQ: "When high-net-worth clients want to go DIY"
FinancialAdvisorIQ.com 

Financial Planning Concerns for Unmarried Couples
MidlandsBiz 

Giving to Charity
MidlandsBiz 

Fiduciary Institute Unveils First Class Of Best Practices Advisors
fa-mag.com

Jon Recommends


Who Gets Grandma's Yellow Pie Plate
Marlene S. Stum


Good to Great
Jim Collins


Ethical Wills
Barry K. Baines, M.D

Hand some people lemons, and they’ll make lemonade. Give Jon live lobsters, and he’ll end up creating two killer meals.

Yes, an explanation is in order. We’ll let Jon handle that. “My sister sent me lobsters through the mail as a Christmas gift. Great, I thought, just one more thing to add to my to-do list. Of course, I cooked them and they were great. Even better, I saved the cooking stock and later put together a fabulous risotto. I truly maximized those lobsters.”

The moral of the story: Jon likes to be prepared to make the best of any situation. Example: “A client’s family called after his heart attack to ask what to do. I was able to say, you’ve done your planning, all you have to worry about is taking care of him.”

Articles Quoting Us

Daily Worth: "What are the financial pros and cons of marriage?"
DailyWorth.com 

Financial Advisor IQ: "When high-net-worth clients want to go DIY"
FinancialAdvisorIQ.com 

Financial Planning Concerns for Unmarried Couples
MidlandsBiz 

Giving to Charity
MidlandsBiz 

Fiduciary Institute Unveils First Class Of Best Practices Advisors
fa-mag.com

Jon Recommends


Who Gets Grandma's Yellow Pie Plate
Marlene S. Stum


Good to Great
Jim Collins


Ethical Wills
Barry K. Baines, M.D