About Your Team

At TrueFocus, our goal was to build a firm where we have the freedom to give clients our undivided attention. We have chosen to limit how many people we work with so that the quality of service is what you deserve.  This choice gives us the opportunity to focus on you and your family’s goals, and provide guidance for a financially secure future.   

We voluntarily meet the highest ethical standards in the industry.  We are CERTIFIED FINANCIAL PLANNERS™ and NAPFA-registered advisors.

As fiduciaries, we are bound by a duty of care that requires us to always do what is in your best interests.  In addition to our experience and training, we utilize industry leading software and strategize frequently with other like-minded financial advisors to give you the best advice. 

  • TrueFocus Founding Partner

    Jon has helped clients with complex financial decisions for more than two decades — spanning bull markets, bear markets and at least a couple recessions. Through market ups and downs, his emphasis has always been on developing deep personal relationships, earning trust and achieving goals over time.

    Before financial planning, Jon’s career started in the classroom as a teacher. Though far from the chalkboard now, Jon has retained his passion for collaboration and education.

    His transition to financial advisor started when Jon tried to get help with his finances as a young professional. “Help” only came from sales people seeking commissions — and that’s if his calls were returned. This experience led Jon to earn his CFP® and join Delessert Financial Services as a financial planner.

    Prior to founding TrueFocus, Jon spent over 17 years at Delessert Financial/Montis Financial. Over the years, Jon was a Senior Advisor, Vice President, Director of Financial Planning, member of the Investment Committee, and the firm’s Chief Compliance Officer.

    Now, with TrueFocus, Jon is able to use this history to provide an exceptional experience for clients.

    Jon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has earned the Chartered Life Underwriter (CLU) designation. Jon is also a NAPFA-Registered Financial Advisor, and is a member of the Financial Planning Association.

  • TrueFocus Founding Partner

    Mary has been advising individuals and families since 2004. Her experience began at Fidelity Investments, followed by a role at Eaton Vance Management (now a part of Morgan Stanley). After obtaining the CERTIFIED FINANCIAL PLANNER™ designation in 2009, Mary was committed to fee-only advising and began working with high-net worth families and individuals as a Relationship Manager at Braver Wealth Management. Most recently, Mary was a Senior Financial Advisor at Montis Financial.

    Mary is passionate about educating clients and empowering them to make financial decisions that they can feel confident about. Over almost two decades, Mary learned that a holistic, personalized approach to financial advising was crucial to helping individuals meet their goals. At each phase of her career, it was more and more clear that a smaller, boutique RIA could offer more focused attention and the personal touch that it allowed would foster stronger client relationships. Mary founded TrueFocus so that she could continue to deliver the personalized service that clients deserve for the long term.

    Mary is a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a NAPFA-Registered Financial Advisor, having passed a peer-review process for the organization's top level of membership, and is member of the Financial Planning Association.