Jon D. Walton, CFP®, CLU®, AIF®
Founder and Financial Planner
Jon entered the financial services industry in 1980. Following through on a dream to provide clients with truly comprehensive and independent financial planning, Jon founded Independence Wealth Services (IWS) in 1994 as a sole practitioner. The firm has since successfully grown to include two financial planners and a manager overseeing both business development and client servicing and now serves a number of financially prosperous individuals and their families with personalized plans and portfolio monitoring.
As founder and financial planner, Jon provides overall coordination, focus, and direction to help his clients pursue their financial independence. Within the organization, Jon specializes in wealth management, retirement, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and he has earned the designations of Chartered Life Underwriter® (CLU®) and Accredited Investment Fiduciary® (AIF®). Jon finds great satisfaction in the fact that the IWS business model aligns the clients’ best interest with the firm’s best interest, unlike the commission-driven models of many financial services firms.
Jon strives to create and maintain excellent relationships with his clients, investment providers, and within the local community. He donates considerable resources and time to the Boys and Girls Clubs of Delaware, among other charitable activities, and is an avid motorsports enthusiast. Jon also enjoys spending time with his Australian Labradoodle, Biame.
David V. Duncan, CFA®
Dave has more than 30 years’ experience working in the financial services industry in the Delaware Valley. Prior to joining IWS, Dave was the director of research for a wealth management services company with more than $1 billion in assets and an equity portfolio manager where he managed equity portfolios of more than $200 million for individuals and institutions.
Dave believes in trust, honesty, and integrity and always putting the clients’ interests first. As a financial planner with IWS, with extensive knowledge of the financial markets, Dave works with clients to set and achieve their larger financial goals through investment planning, retirement planning, and risk management. In addition to his extensive experience, Dave has earned the Charter Financial Analyst® (CFA®) designation. The CFA® designation is regarded by most to be the key certification for investment professionals, especially in the areas of research and portfolio management.
Dave is a Penn State alumnus who enjoys spending time with his family, playing tennis, and taking weekend adventures on his motorcycle.
Edna F. Werwinski
Client Relationship Manager
Edna started in the financial services industry in 1997 in credit card advertising and marketing. Prior to joining IWS, Edna was with an investment management firm where she held administrative positions supporting a variety of functions, including investment research, client service, and office administration.
Edna enjoys meeting and building rapport with the wonderful people who have placed their trust in us to help them achieve their financial goals. This interaction is the driving force behind ensuring that the experience we deliver is best in class. Consistent communication is part of attaining this trust.
Edna attended Mt. Saint Mary’s College and The Art Institute of Philadelphia. She enjoys spending time with her family and friends and the fun and friendly competition of playing tennis throughout the year.