Putting the client first. Always.
Jonathan believes in a client-first culture. He prioritizes sitting down with his clients and helping them set financial goals; then he goes to work caring for those goals as if they were those of his own family. Ensuring that his clients have increased confidence and maintainable wealth is at the top of Jon’s list of priorities. He focuses on comprehensive goal-based planning.
A native of Findlay, Ohio, Jonathan attended Liberty-Benton Schools and returned home to Findlay after receiving his Bachelor of Science degree from Davis and Elkins College in West Virginia.
Securities Registered in CA, CO, FL, IN, MI, NY, NV, OH, PA, TN
Securities Registration Series 7 and 66
AIF® (Accredited Investment Fiduciary)
Jon and his wife, Stephanie, live in Findlay, Ohio. They have three young children: Ava, James, and Cora. They enjoy golfing, sharing stories around the table, and fine tuning their “bacon bbq football explosion” recipe on their wood-pellet grill. Jon is a missional partner with Movement Church in Findlay where he serves in multiple leadership capacities.