Years in the industry: 10
Years with CMA: 7
Licenses and Education: BS in finance and BA in accounting with a minor in financial planning from the University of Minnesota, CFP® , Series 7, 66
Jon never wants a client to settle for ‘good enough’ because he himself doesn't believe in settling. Jon has worked hard to get where he’s at today as a CFP® for high net worth clients
He takes that same approach of maximizing potential to help clients achieve the best outcomes possible.
Jon does this by taking a broad, holistic approach to their success. By coordinating financial planning with tax and estate planning, his strategy helps them not only enjoy the fruits of their labor now, but also share that wealth with generations to come.