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Jon Nicholson**

Jon Nicholson**

Co-Founder, Financial Consultant and Investment Advisor Representative

  • Former Senior Vice President (U.S. Division) of a large international financial services firm focusing in banking, insurance and investments.
  • 30 plus years professional experience in the insurance industry developing, pricing, marketing, and managing life insurance, annuities, and mutual funds.
  • 16 plus years as a financial consultant and investment advisory representative. 
  • B.A. in mathematics and economics; FSA, MAAA (Actuary); CLU.