Jon has over 25 years experience in the insurance industry including 10 years with a national property/casualty carrier where he functioned as an SIU specialist, Claims Manager, and Corporate Trainer before moving on to a national third party administrator where he managed a team responsible for the WC claims oversight of one of the largest hotel chains in the country.
Following his years in claims resolution and management he transitioned into the Medicare compliance niche in 2004 when he established a West Coast presence for the original pioneering MSA company in the country, and oversaw all operations, new business development, account management, and field sales in California and the Western U.S. In early 2009 he created and founded Set-Aside Guide, a national company specializing in online comprehensive MSA self-administration help services.
In late 2009, Jon joined MEDVAL as Executive Vice President to establish a West Coast operation and provide new business development and front-line training to clients and their attorneys. After several years of significant growth he was appointed President in 2014 with full responsibility for all aspects of company operations and business development on a national level.
Jon has written and contributed to articles on Medicare Secondary Payer (MSP) related matters, is a former instructor with the California Insurance Education Association (IEA), is a Certified Medicare Secondary Payer Professional (CMSP), and is a member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP). In addition, Jon frequently presents at both national and regional industry conferences and events. He is a graduate of California State University, Fullerton, and holds a Bachelor of Arts in Business Administration.
“The noblest search is the search for excellence.” Lyndon B. Johnson