About
It’s about the client first – their dreams, their plan and vision. Jon’s passion is to help them put a plan behind that to make it a reality. His focus is to educate them on how their financial plan can work, not sell them on a product.
Jon received his finance degree from Iowa State and has been in the profession for over 16 years. He earned his CFP® designation in 2014 and most recently worked with educational and medical professionals to craft their financial plans.
