Jon D. Tanner, RFC CDFA, is president of SUMMIT Advisory Solutions, Ltd. and a lifelong resident of the Hudson Valley. Jon brings over 35 years of experience to the table in all aspects of financial planning and asset management, working primarily with those going through a major life transition. For the past 15 years his practice has focused heavily on consulting in Matrimonial Cases using both Collaborative and Mediation models in addition to traditional litigation. In addition to consulting he has been actively involved in training professionals in the Interdisciplinary Model for Collaborative Divorce. While he has scaled back this part of his practice in recent years, working in this often high-conflict environment has provided him with a unique perspective on financial planning and management.
Jon was a founding member of the Hudson Valley Collaborative Divorce & Dispute Resolution Association (HVCDDRA), member of the Executive Board of HVCDDRA, and a member of the Collaborative Divorce Groups of Westchester, Putnam and Dutchess Counties. He was also a member of the International Academy of Collaborative Professionals (IACP)