Jon specializes in financial planning for professionals and business owners. His experience in both business ownership and professional practice allow him to relate to the client and provide values-based financial planning. His mission is to partner with his clients to help them reach their financial goals.
Jon received his Bachelors degree from Michigan State University, and went on to receive a Masters from Spring Arbor University. Prior to advising business owners, he owned companies in the greater Lansing area. Jon lives in Okemos with his wife, Ashli and their 4 kids, Alaina, Joey, Sam and Daniel. Jon is actively involved in music, both in church and in the community.