Lon is a CERTIFIED FINANCIAL PLANNER ™ professional with more than 30 years experience. He strives to assist investors in realizing their goals for retirement, achieving and maintaining a comfortable lifestyle, growing and helping to preserve their wealth in a tax-advantaged manner and providing for their children, grandchildren and favored organizations. A graduate of the University of Missouri – St Louis and the Securities Institute at the Wharton School, University of Pennsylvania, Lon has worked with individual investors, their families and their businesses as well as managed the retirement and financial planning department for a national investment firm.

Lon has two sons, Greg and Alex, and a grandson, Aiden, all of whom live in Columbia. He continues to be active in community organizations and supports several local charitable organizations including Lutheran Family and Children’s Services, the Columbia Art League and the American Red Cross. Lon holds securities industry licenses of a general securities principal, municipal securities limited principal, general securities representative and a Missouri investment advisor representative and is registered in more than two dozen states in addition to Missouri.