Jon Lawrence, CFP®

Jon Lawrence, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

Jon, a CERTIFIED FINANCIAL PLANNER™ professional, joined McCarthy & Cox in 2020 before taking over Yellow Finch Financial in 2022. Coming to us with bachelor’s degrees in economics and Russian from Vanderbilt University, Jon brings a unique background and knowledge to our team. He has worked to lead several next-generation advisor programs with other firms around the country with the goal of helping younger clients better understand their financial future. In his free time, he is also the treasurer of Families Matter, a local organization that assists the Union County court system with funding for parenting and drug rehabilitation programs.

What's your favorite activity to do locally and why?
I love going to Blue Jackets games with my family and/or friends. My family is a big sports family and after we started going to hockey games as kids, my sister fell in love with the Blue Jackets and the sport in general. Now, we try to make it to as many games as we can, and I always love to catch a game and watch our favorite team take the ice!

What are three things most people don’t know about you?
I'm a third-degree black belt in taekwondo and a registered scuba diver, and I speak Russian fluently.