Co-Founder, COO, and Financial Advisor

I am committed to providing clients with the assurance that their financial matters are meticulously managed. It brings me immense satisfaction when clients express a sense of relief, knowing that we are diligently overseeing their financial details and continuously striving to deliver exceptional service.

My journey into the financial services industry was inspired by a deeply personal experience. Growing up, I aspired to become an attorney. However, towards the end of my college career, I witnessed my grandmother, who was like a mother to me, struggle to find trustworthy financial advice after my grandfather passed away. Despite meeting several advisors, she felt none were a good fit and expressed a desire to find a woman advisor whom she believed would better understand and earn her trust. This experience sparked my curiosity about the financial services field. Discovering the scarcity of female financial advisors, I felt a profound calling to become a Certified Financial Planner, driven by a desire to help others like my grandmother.

I am proud to hail from the Lehigh Valley in Pennsylvania, where I was raised by my grandparents. My mother, a single working mom, entrusted my upbringing to them. Having been shaped by the Great Depression, my grandparents frequently emphasized the importance of financial prudence, often sharing stories of hardship, including times when they lacked basic necessities. These experiences instilled in me the belief that while money does not equate to happiness, it does provide options and security. Witnessing the relentless efforts of my grandparents and mother to provide for our family profoundly influenced my values and career path.

My family—my husband and our three children are my daily source of inspiration. Observing the significant decisions and pressures my children face as they navigate their teenage and young adult years motivates me to persevere in my professional endeavors. My husband is my steadfast partner and greatest supporter, and his unwavering encouragement fortifies my commitment to my work.

In my personal life, I cherish traveling, particularly to Europe, and have a passion for cooking nutritious meals. I maintain an active lifestyle through weightlifting and walking, especially in nature. Giving back to others with the talents God has bestowed upon me is a core value, and I find joy in reading historical fiction. I also have a deep appreciation for plants and flowers, and I look forward to gardening once the children leave the nest. For now, I delight in assisting my mother with her garden.

Learn more and connect with Jaclyn, please email jcornelius@keyvantage.com

Senior Financial Planning & Tax Specialist

Before joining KeyVantage, Jon developed a solid foundation in financial planning through roles at both large and boutique registered investment advisory firms. As a Senior Financial Planning Specialist at KeyVantage, Jon delivers tailored financial planning services, primarily for current and former business executives. His work centers on maximizing the benefits of unique compensation packages, executive benefit programs, and stock-based compensation. He is also skilled in conducting retirement analyses, developing long-term financial strategies, and supporting advisors with Social Security planning, estate planning, college funding, charitable giving, risk management, and long-term cash flow planning.

In addition to his wealth management responsibilities, Jon works for KeyVantage Services, LLC and utilizes his experience in tax planning and preparation, developed through his background in public accounting, on behalf of their clients. He specializes in projecting current and future tax scenarios, preparing tax returns, and addressing complex tax matters, including managing multi-state tax obligations for high-net-worth individuals. Jon’s ability to navigate evolving tax laws and conduct intricate tax research makes him a trusted resource for interpreting the implications of current and future tax legislation.

Jon holds a B.A. in Accounting from Moravian College, where he graduated Summa Cum Laude. He is a Certified Financial Planner™ professional and a Certified Public Accountant, continuously enhancing his knowledge to stay ahead of industry trends. Jon’s dedication to professional growth is matched by his commitment to advancing the financial planning practice at KeyVantage.

In his personal life, Jon enjoys quality time with his wife, Andrea, and their daughter, Hayley. Together, they love visiting local zoos, farms, aquariums, and wildlife sanctuaries—places where Hayley’s passion for animals truly shines. When not with his family, Jon is an avid participant in recreational sports, including roller hockey, golf, and tennis, finding these activities a great way to relax and maintain a healthy work-life balance.

Learn more and connect with Jon, please email jritter@keyvantage.com