Financial Planning for Landlords & Real Estate Investors
Executive Benefits & Equity-based Compensation
About the Financial Advisor
Jon is a Financial Advisor who has been with Focus Financial since 2013. He enjoys working with clients to design a strategy to help them meet their financial goals.
Jon is a passionate believer in the firm’s mission of expanding the definition of financial advice to include the many real-world financial decisions that people make every year. From complicated tax strategies to a surprise medical bill and everything in between, Jon is a trusted resource for clients. He gravitates to the most complex and exotic cases where there is no playbook to follow and a custom strategy needs to be carefully designed. That said, even people with uncomplicated financial situations benefit from Jon’s ability to design solutions.
- Financial Plan Analyst: Assured Retirement Solutions
- Marketing Manager: USAdvisors Insurance Network
- Financial Planning Specialist: Focus Financial Network
Education and Designations
- University Wisconsin-La Crosse, Finance
Jon enjoys anything that will get him out on water including wakeboarding, sailing, kitesurfing, and fishing – just to name a few. He currently resides in St. Louis Park.