Jon Sweet
Login to view DISC.Jon Sweet is a CERTIFIED FINANCIAL PLANNER® professional and a founding member of Oak Leaf Wealth Management, with a career in financial planning spanning over 30 years. He began at American Express and now specializes in retirement planning and asset allocation, recently recognized as a top 3% Chairmans Level advisor by Commonwealth Financial Network.
Outside of work, Jons interests include playing guitar, boxing, hiking, and reading. A Boston Bruins hockey fan, he splits his time between Massachusetts and Wyoming with his wife, son, daughter, and two dogs. He also enjoys spending time with his granddaughter.
As a teenager, Jon spent a year sailing on a tall ship.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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