Jon Finn

Relationship Manager | Westport, CT

Education & Certifications

  • BBA, University of Iowa

What is your professional background?
Prior to Congress Wealth Management, I was a Wealth Management Intern at The Mather Group in Chicago, IL.

What guides your financial principles?
My financial principles are guided by the power of time and compound interest.

With regards to finances, what do you feel like is good advice to live by?
Save a little so you can live a lot.

What brings you the most satisfaction professionally?
I enjoy helping people reach their personal and financial goals and seeing them do so brings me fulfillment each day.

What is the best advice you’ve ever received?
Hard work beats talent when talent doesn’t work hard.

What is your favorite movie / book / album / TV show and why?

How do you spend your free time (hobbies, interests)?
I am a huge Iowa Hawkeyes and Chicago Cubs fan. In my free time I enjoy getting outside and being active. I also enjoy trying new restaurants all over New York City.

Contact Jon