About Jon
I founded Haven Financial Advisors to provide a unique and personalized planning experience for each client.
I have over a decade of financial industry experience, primarily advising active professionals, business owners, and individuals approaching or entering retirement. I am passionate about educating and getting to know my clients, to ensure they are confident about each stage of the financial journey. I especially enjoy providing values-based investment strategies, helping clients steward their assets with intentionality that goes beyond simply a rate of return. I also specialize in helping non-profits and donors with tax-wise charitable planning techniques.
I graduated from Messiah College with a degree in Business Administration. I live in Lancaster with my wife Kristyn, and we are thoroughly enjoying the adventure of being new parents to our daughter Avery. I also enjoy attending Mission church, following the Philly sports teams, and being out on the golf course or trout stream when time allows.
Meet our team of experts
Achieving better outcomes for our clients.
As a fiduciary, Haven Financial Advisors and its founder, Jon Lapp, are required to be associated with and supervised by a Registered Investment Adviser. We have chosen to associate with Belpointe Asset Management, LLC, (“Belpointe”). Partnering with Belpointe allows Haven Financial Advisors to give you the full attention of a small boutique firm, with the support of the extensive resources that Belpointe family office provides.
Belpointe was founded in 2007 in Greenwich, Connecticut and manages over $5 Billion in assets; and was recently ranked one of the top 300 Registered Investment Advisers in the United States by the Financial Times. Belpointe has advisors and offices throughout the country.
Belpointe’s resources support Haven Financial Advisor’s operations and provides regulatory compliance oversight, led by its Chief Compliance Officer, Belena Vincetti. Belpointe also provides institutional quality investment management led by Chief Investment Officer, Gregory Skidmore and Chief Strategist, David Nelson; and enhanced client service to our clients by providing financial planning resources to support our business. Most significantly, Belpointe provides us a partner with outstanding professional credentials and a breadth of experience supporting investment advisors.
Gregory Skidmore
Chief Investment Officer
Gregory Skidmore founded Belpointe Asset Management with Brandon Lacoff in 2007. Greg currently serves as the Chief Investment Officer of Belpointe Asset Management.Greg’s career in finance started when he joined Advest, formerly a subsidiary of AXA Financial, where he spent time in Equity Research and Institutional Sales, working to generate investment ideas for large institutional clients. He then took that experience to Smith Barney where he designed and managed portfolios for one of the premier private wealth management teams within Citigroup. He then went on to start Belpointe Asset Management.
Greg graduated from Connecticut College in 1999 with a dual major in Economics and History. He has completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program. In addition, he has passed the series 7, 24, 63, 65 securities exams and he has passed the Connecticut life and health insurance exam.
Belena Vincetti
Chief Compliance Officer
Belena Vincetti, MBA, CFP® is the Chief Compliance Officer of Belpointe Asset Management, LLC. Belena has over a decade of experience in securities and insurance Compliance, with over 15 years in the financial services industry, having run a boutique financial planning firm most recently. Her experience spans back-office, operations, staff development, and personal financial planning and investment management. She is a graduate of Truman State University with a bachelor degree in biology and French as well as a Master of Business Administration from University of Wisconsin-Madison.
Before joining the financial industry, Belena lived and worked in France for a couple of years and previously owned an art gallery just outside of Madison, Wisconsin. Belena lives in Milwaukee, Wisconsin with her daughter, Scout, and is actively involved in the local art community.
David Nelson
Chief Strategist
David Nelson serves as Belpointe’s Chief Strategist. David manages a quantitative US equity strategy called Alpha Select and series of investment portfolios that use an advanced form of tactical investment management called Trend Aggregation. David has been in the Financial Services Industry for over 25 years. David founded his own investment firm in October 2000. Prior to forming DC Nelson Asset Management, David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute. He is a frequent commentator and guest on Bloomberg TV, CNBC, Fox Business, TheStreet.com, and Yahoo Finance where he discusses markets, economics and individual securities.
David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII). David’s investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles and David Johansen.
Brandon Lacoff
Brandon Lacoff co-founded the Belpointe family of companies with his father. His career began in finance and accounting at Arthur Andersen, LLP and continued at Ernst & Young, LLP in their Mergers and Acquisitions groups. He left Ernst & Young in 2004 to focus solely on Belpointe (formerly known as Belray), which he founded in 2001. Brandon previously served on the Boards of Youth Services for the Town of Greenwich and Eagle Hill School Alumni Board, and currently serves on the Board of The Belpointe Foundation.
He holds a Juris Doctorate degree from the Hofstra University Maurice A. Deane School of Law and a Masters of Business Administration from the Hofstra University Frank G. Zarb School of Business, as well as a Bachelor of Arts degree in Finance from the Syracuse University Whitman School of Management.
Anthony Cardenas
VP of Investment Management
Anthony Cardenas serves as VP of Investment Management at Belpointe. He began his financial career as an investment analyst at a boutique hedge fund in 2017, where he primarily researched public and private companies in the defense industry and oversaw a team of junior analysts. Prior to joining Belpointe in 2020, Anthony was the Head of Operations for a fund manager based in Greenwich, Connecticut. He holds an MBA from Pepperdine University and an undergraduate degree from UC Davis.