Wealth Designed. Life Defined.

About Jon


It’s about the client first – their dreams, their plan and vision. Jon’s passion is to help them put a plan behind that to make it a reality. His focus is to educate them on how their financial plan can work, not sell them on a product. 

Jon received his finance degree from Iowa State and has been in the profession for over 16 years. He earned his CFP® designation in 2014 and most recently worked with educational and medical professionals to craft their financial plans. 

Jon is married to the love of his life, Jessica. He has three amazing kids: Kaden, Charlee and Wylie, and loves spending time with his family. He also loves competing in half marathons and triathlons as well as playing golf, hunting and traveling.



Favorite Food:

Any type of eggs

Best piece of financial advice he received:

Saving for retirement is extremely important, but so is living your life. Finding that balance is key.

Favorite Quote:

Your attitude, not your aptitude, will determine your altitude. –Zig Ziglar

Favorite book: Fearless by:

Eric Blehm

Favorite movie or TV show:


What motivates him:

Using my strengths to help people. I love translating concepts that I know and work with every day to people who have a hard time understanding them.

Favorite holiday:


Something on my bucket list:

Running a full marathon and doing an Ironman Triathlon

Place I’d most like to visit:


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