Hard work, a background in agriculture, and a sincere fondness of the rural community is what paved Jon’s future of serving people. Early on, Jon chose business and finance as his educational path, and his passion was ignited. He knew right away that he would like to be the rock people needed when it came to their money.
If Jon would like to be known for anything, it’s his wisdom and foresight. Those two qualities are what he has strived to develop while being in business for more than 20 years. He has a keen ability to keep his feet on the ground, maintaining a steady vantage point, even when stocks are rapidly rising and falling and the media would have investors running in a panic. The world we live in today tends to excite and terrify, especially when it comes to money. But Jon has a holistic vision that allows him to see through the chaos and choose the suitable financial options for his clients.
Jon began his financial career with major financial power houses, but he became disenchanted with the confinement necessary to many large corporations. He longed for the freedom to think outside the box - and to make the decisions he knew were best for his clients - based on his own knowledge of his clients and of the market. That freedom came with striking out on his own. Jon now calls his clients friends, and they call him regularly, often just to check in; he nurtures those relationships as well as seeking to grow his clients’ capital. He aims to be the anchor when his clients feel adrift on a storm-tossed sea of financial distress. Jon reads that fear with sharp skill and uses his decades of experience to educate, counsel, and soothe his clients fears.
Jon’s clients seek to retire with comfort, plan to buy their homes, save for their children’s college tuition, and so much more. The primary point of pride for him is his confidence in his long term relationships with his clients and their own pursuit of financial success.