Preventing Irreversible Decisions: The Early Role of Advisors - with Jon Tanner
"The money is just data. It's numbers and getting at the core of what it means to them, what it represents. It represents their values, their ideals, their hopes, their dreams." - Jon Tanner Jon Tanner, president of Summit Advisors at William Joseph Capital Management, is a seasoned financial planning expert with over 35 years of experience, specializing in the intricate financial aspects of divorce. A native of Hudson Valley, Jon is celebrated for his empathetic, team-based approach, working closely with lawyers, accountants, and other professionals to craft financial settlement plans that…
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