With more than 25 years of experience helping clients reach their investment and financial goals, Jon has experience in a variety of investments and financial services. Among his specialties are retirement planning, education planning, stocks, bonds, mutual funds, annuities, and insurance planning.

Jon has built his business on the philosophy that all clients are different and are entitled to their own unique financial plan. These plans once established are reviewed on a regular basis and updated as life changes occur.

Jon is a graduate of Texas Tech University has attained the Accredited Asset Management Specialist and Wealth Management Specialist designations. As an Investment Adviser Representative, he also holds his Series 7,63,9, 10 and insurance licenses.

Jon and his wife Jennifer reside in Waxahachie, Texas and their only son Chase is currently attending Texas A&M University. Outside of work Jon is an outdoor enthusiast who loves to hunt, fish and golf. Jon and his wife Jennifer are active members of The Avenue Church where Jon serves as a Deacon.