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ABOUT JON
From Founder to
Financial Strategist
Twenty years ago the mother of my daughters asked me why I chose a career in the financial industry. She was trying to figure out what about my job brought any amount of joy or personal satisfaction within a field that I often described as a rat race. I stumbled on my answer for a few moments before giving her the simplest and truest response: I like to help people. I like to help people plan for their future. I like to help executives plan for the future and reduce their tax liability. I like to help parents with special needs children. I like to help other entrepreneurs build empires while chasing their dreams. Simply stated, I like to help… That’s who I am at my core, and that desire is what drives every client interaction I have. That’s who I am and why I do what I do.
I was born in the midwest and raised all over the country as I bounced around schools during the hardest time in life… the adolescent years! In fact, the first company I ever created as a preteen – in middle school – was based on the idea of selling hats to my peers. If I had to gauge the success of that company, I would have to admit I don’t think I would have made it onto Shark Tank!
From the ages of 12 to 32, I opened up and started several products/companies. Some were moderately successful in the sense that I didn’t technically lose money, and others were outright fails. But the common denominator was always this: if I had a solid idea and a willingness to do whatever it took to attempt to succeed…. then I had to see it through.
While still in college, I started a construction company that was successful. That success went to my head, and eventually humbled me. I thought if I could work in door to door sales I could be good at other door to door sales jobs, so I attempted to start a natural supplement company. It was a great lesson in marketing… needless to say, it was not so successful. I even tried my hand at helping my ex- wife cultivate a wedding planning company that was also not successful.
After college, I started an insurance and advisory firm. And while that post collegiate adventure was successful, I came to realize it lacked focus because the company tried to be everything to everyone.
Regardless of the failures, or the successes both small and big, I am an entrepreneur at heart, with a heart to help.