Wealth Advisor
.Women's Markets
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
We've found that most people just want to make good decisions with the money they have and to enjoy life with their friends and family. In planning your retirement, we want to help you continue doing the activities that bring value to your life. For many, that may include the desire to continue growing, travelling a little, and to keep contributing in important ways. With wise investment management, we also want to help you align your financial decisions and your values.
Jon's family resides in Westport, MA, where they enjoy participating in their children's soccer activities and are members of Lutheran Church of the Way. For fun Jon enjoys training for the Ragnar "Reach the Beach" team relay and coaching youth soccer.
Jon and the Crossroad Financial Associates team are committed to giving back through charitable partnerships, educational outreach, and hands-on community service.
- Support Habitat for Humanity domestically and internationally through Thrivent partnership opportunities.
- Provide small-group and online educational opportunities.
- Participate in community service projects.
- Lead Thrivent Action Teams.
- Member - Bristol County Estate Planning Council
- Chartered Financial Consultant
- Retirement Income Certified Professional
- Behavioral Financial Advisor
- Master of Science, Colorado State University
- Bachelor of Science, Montana State University
- 2014, 2018 & 2019 InFaith Voices in Philanthropy Award. Recognized by InFaith for extra efforts in generosity. For more info see: InFaithFound.org.
- Accredited Estate Planner®
- Chartered Financial Consultant®
- Chartered Advisor in Philanthropy®
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Arizona
- Colorado
- Connecticut
- Florida
- Illinois
- Maine
- Massachusetts
- Minnesota
- New Hampshire
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- Tennessee
- Vermont
- Virginia
- Wisconsin
Insights
WHAT IF THE UNEXPECTED HAPPENS?
You can’t predict every twist life throws your way. But you can have a plan for it.
Join us for an educational conversation designed to help you protect what you’ve built and prepare for the people you care about most.
We’ll cover:
📋 Estate planning essentials
💰 Wills, beneficiaries & probate
📈 SECURE Act 2.0 & retirement accounts
🏡 Estate taxes & gifting
🩺 Long-term care costs & options
❤️ Charitable giving & QCDs
🛡️ Life insurance & financial protection
Bring your adult children or beneficiaries. The best time to have these conversations is before you need them.
🎤 Special Guest: Eric W. Bilger, FIC, Financial Advisor, Thrivent
Come with questions. Leave with a better understanding of what comes next.
#EstatePlanning #RetirementPlanning #LegacyPlanning #FinancialPlanning
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures.
31374FB N12-25
#Throwback
OUR WORK DOESN’T END WHEN THE OFFICE LIGHTS GO OFF.
We believe financial guidance is just one way to serve.
We also build, teach, volunteer and organize—supporting Habitat for Humanity, creating educational opportunities, participating in community projects and leading Thrivent Action Teams.
Because helping others isn’t a side project. It’s part of the plan.
For disclosure information, see thrivent.com/social
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Office location
North Dartmouth Location
86 Faunce Corner Mall Rd Unit 430
North Dartmouth, MA 02747
Phone774-202-2240Fax774-202-0429HoursNorth Dartmouth, MA 02747
M – F: 9 a.m. – 5 p.m.
Virtual & In Person Appointments
Evening Appointments by Request
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations