Jon Shaw

Professional Designations

CFP®, Certified Financial Planner

CPA, North Carolina and Pennsylvania

Jon joined us after a career in public accounting and corporate tax. Originally from the Philadelphia area, Jon is a fan of all things Philly and Penn State sports and likes spending his weekends golfing and with his family. Jon enjoys helping people and their families reach and exceed their financial goals, while giving a personalized approach and getting to know each individual client.

Area of Focus

All areas of financial planning, tax planning and compliance, employee benefits, estate planning, business succession and asset protection.

Education

Master of Science in Accounting with a Concentration in Finance, Penn State University

Bachelor of Science in Accounting, Penn State University

Work Background

Jon began his career at PricewaterhouseCoopers in 2014 where he gained significant experience in his 5 years working on tax planning and strategies along with tax data and analytics. After his time at PwC, Jon managed corporate tax departments, working through all aspects of tax planning and navigating complex tax issues including initial public offerings. Jon began his career as an investment advisor representative at R.P. Boggs in 2023.