Jon is a trusted advisor who collaborates closely with client families and institutions to actualize their financial aspirations. His multifaceted role extends to conducting thorough investment analysis, executing trades, and crafting customized wealth plans for our valued clients. With a steadfast commitment to excellence, Jon navigates the complexities of wealth management insuring client peace of mind.
Jon graduated from the University of Nebraska with a Bachelor of Science degree in business finance and has passed the Series 7,66, SIE, & insurance exams. Jon holds the Certified Plan Fiduciary Advisor designation.
Jon is married to his high school sweetheart Kari, and they have been blessed with four children. Outside of work, Jon enjoys spending time with family and friends, camping, hunting, cheering on the Huskers and is actively involved with his local church, community, and his children’s youth activities.