Jon is knowledgeable in comprehensive financial planning, specializing in wealth management and succession planning for business owners and successful families and individuals. He is adept at crafting custom financial strategies to help clients pursue their goals while staying aligned with their time horizon and risk tolerance. Jon has also attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining Raymond James, Jon worked at MassMutual (formerly MetLife). He earned a bachelor’s degree in finance from the University of Wisconsin – Whitewater and is a member of the Phi Sigma Kappa fraternity.
Jon enjoys spending time with his family, golfing, boating, and being active outdoors. Originally from Racine, he lives in McFarland and has two children, Jack and Olivia.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.