With over 7 years of experience in the financial services sector, Jon is passionate about partnering with his clients and their families to meet their goals and implement tailored financial strategies. As a financial planner, Jon‘s goal is to provide his clients with expertise that allows them to spend more of their time doing the things they love. He holds a Series 7, Series 66, Series 63 and Life and Health Insurance licenses. When Jon is not servicing his clients, he enjoys spending time with his wife and 4 children. They are often enjoying hiking, fishing, campfires, and most all outdoor recreation. He also has a love for the culinary arts, travel, and volunteering with his church and community.