The key to financial freedom is the desire to develop strategies now that can help you reach your financial goals. I start every conversation with a deep desire to understand what is important to you. I then put our established process to work to help define your goals and partner with you to help keep you on track.

Prior to becoming a financial advisor at Edward Jones, I helped build a successful business as a regional manager in the fine jewelry industry for over 20 years. Those are years I cherished and, through my work, I was able to make an impact in people's lives while developing skills in client service, business financials and problem solving. I feel very blessed that Edward Jones and I found each other so I may continue doing those things with current and perspective clients.

Outside of Edward Jones, I thoroughly enjoy volunteering in the community by supporting The Goodrich Chamber of commerce. Throughout the year, I host numerous financial workshops for organizations on a variety of topics.

Aside from helping clients and volunteering in the community, I enjoy spending my free-time making memories with my three children; Austin, Alec and Breia. We enjoy activities that allows us to have quality family-time in addition to being outdoors either golfing, hiking, swimming or kayaking.

Today, I work extensively with individual investors and business owners helping them map out their long-term goals and strategies. I hold the General Securities Representatives (Series 7), Uniform Combined State Law Examination (Series 66) and life and health insurance licenses. It is my goal that for every client interaction, I add value to people's lives. I work with a select group of families, helping them identify what financial prosperity and financial health means to them.

Thank you for your time and I look forward to meeting you soon!

Jon

My Personal Interests

  • Active Lifestyle
  • Golfing
  • Football
  • History and Museums
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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