Financial Advisor
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
