Jon is a financial advisor with over 15 years of financial planning experience. Jon is a Certified Public Accountant (CPA) with over 30 years of experience (Including "Big 4" experience) providing consulting, systems implementation, audit, and tax, for small, medium and large companies, nonprofits and governmental organizations.  Services Jon provides for clients include External and Internal Audit, Tax Planning & Compliance, Business Succession Planning, Employee Retention Planning, Risk Management, Forensic Accounting, Business Process Improvement, Profitability Enhancement, Due Diligence and Wealth Management.  Jon has a master’s degree in taxation.  Jon is committed to building a diversified wealth building strategy that seeks to control risk and take advantage of long-term trends, mitigate taxation and deliver stable performance.

Jon enjoys rock climbing, mountain biking, and adventure. He and his wife, Jenna have five children and make a personal and family commitment to their clients.