Meet The Team

Jon is a member of the actuarial consulting team working out of South Florida. He provides consulting services related to the funding, accounting, compliance and administration of retirement plans. He joined October Three due to the firm’s dedication to innovation and ability to provide elegant solutions for their clients. Jon particularly enjoys improving processes and working with clients to bring them holistic solutions.

Jon graduated from Brooklyn College with a BS in Financial Mathematics and Actuarial Mathematics, with a minor in Finance. He is an Enrolled Actuary (EA) and an Associate of the Society of Actuaries (ASA). Outside of work, Jon enjoys spending time with family, volunteering at the local food pantry, playing with his two cats and jump roping.