After talking with a health care provider the other day, I realized something. After he performs his work he might never see that person again. I feel like I'm very fortunate to have the opportunity to work with my clients for many years.

Over the years, we have spent time serving hundreds of families and are rewarded by celebrating life's many milestones with them: buying new homes, marriages, growing families, sending kids and grandkids to college, retirement, bucket list vacations and more.

For our clients, these milestones are often the result of dedicating time for intentional conversation with our team. Our established process outlines where you are today, where you want to be and how to get there. Together, we help you stay on track to turn your dreams into reality.

Life moves quickly. While not at work, you will likely find me spending time with my wife, Ashley, and our young children, Jack and Claire. We all enjoy home-cooked meals, popcorn and a movie, and St. Louis sports. When I can, I try to sneak off to the golf course.

Chances are that your life is moving quickly too.

Perhaps you have not spent the time to prioritize and define your most important financial goals.

Perhaps it has been a while since you determined if you were on track or not.

By partnering with our team, you will combine the resources of a Fortune 400 firm with the personalized service of a neighborhood business. When you call our office, you'll speak to me or my branch team partner, Toni. No 800 numbers. No automated prompts. Just our team eager to help you get your financial house in order and then partner with you throughout your life to keep you on track.

We look forward to hearing from you -- whether we have never met, or we have already shared some of life's milestones together.

-Jon

Focus areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Social Responsibility
  • Sports Enthusiast
  • Golfing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Connect on Social

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More