Jonathan Kerstetter, CFP®, AAMS®

For Jon Kerstetter, it’s all about the numbers—and those numbers tell a story. As a Financial Planning Strategist, Jon blends analytical expertise with industry-leading technology to develop holistic financial plans and in-depth analyses. By translating complex financial situations, he partners with the advisory team to bring clarity and confidence to individuals and families planning for their future.

Jon’s ability to synthesize complex data into meaningful insights plays a vital role in supporting the advisory team and shaping financial strategies.

By translating numbers into a clear financial picture, he helps advisors guide clients through decisions about investing, saving, and wealth management. He also recognizes how family and upbringing shape financial mindsets, allowing him to identify both healthy and unhealthy relationships with money. Using data, he brings money and life into balance, helping clients see fresh possibilities for their future.

“The financial world is full of complexities, and many clients feel overwhelmed—unsure of where their money is or what to do with it. From day one, we gather all their data and distill it into a clear, organized plan. For many, seeing their first consolidated balance sheet or cash flow report is a game changer.”

JONATHAN KERSTETTER

Professionally, Jon didn’t want to be just a number. Having worked in the insurance industry, big banking, and for large broker-dealers, he gained valuable experience with technology and financial planning. Seeking a more personal and impactful role, he brought his skills to a team-focused advisory firm, where he could apply his attention to detail and analytical expertise to help individuals and families navigate their financial lives with clarity and confidence. Today, he finds the most rewarding in working directly with advisors and clients, turning complex financial data into meaningful strategies that shape their future.

As a former athlete and sports lover, Jon is a natural fit as a co-host of Morton Brown’s Coachable Wealth Podcast. Alongside advisors Cody and Sean, he connects the dots between sports and finance, offering data-driven insights to help listeners elevate their financial game.

A lifelong Lehigh Valley native, Jon is passionate about giving back to the community that shaped him. A devoted Philadelphia sports and Penn State football fan, he spends much of his free time traveling for sports tourism, beach trips, and road games—with a personal goal of visiting all 30 Major League Baseball stadiums to see the Phillies play.

EDUCATION & CERTIFICATIONS

CERTIFIED FINANCIAL PLANNER^®
Accredited Asset Management Specialist AAMS®
Muhlenberg College, Bachelor of Science in Business Administration
Pennsylvania State University, Associate’s Degree in Agricultural Science

COMMUNITY LEADERSHIP

DeSales University Forum for Ethics in the Workplace, Current Board and Committee Member
Estate Planning Council of the Lehigh Valley, Member
Emmaus Commemorative Gardens Foundation, Volunteer and Former Member, Board of Directors

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^® and CFP^® in the U.S. The ChFC^® is the property of The American College, which reserves sole rights to its use and is used by permission.