Born and raised in Clifton Park, NY, Jon Mulligan is a proud graduate of Shenendehowa High School, where he played varsity baseball and developed a strong foundation in discipline and teamwork. He continued his academic journey at the University at Albany, earning his degree while gaining hands-on experience through LEGACY Wealth Planning Group’s internship program.
Jon quickly distinguished himself as a rising talent in the financial planning field, becoming the youngest advisor in the office to earn the prestigious CFP® (Certified Financial Planner) designation. Over the past three years, Jon has worked closely with Justin Spraker as a Junior Advisor, learning the intricacies of the business and building meaningful relationships with clients.
Now stepping into a lead advisory role, Jon is actively taking on his own clients, bringing a fresh perspective, deep commitment, and a strong foundation in comprehensive financial planning to every relationship.