Jon's main focus in working with clients is to develop longer-term relationships through comprehensive financial planning. When working with clients, Jon’s main goals are getting to know their overall financial goals and current situation, and assessing their efficiency in every area of their finances. Focusing on finances can often feel like a confusing maze for clients, and the first step is getting organized and identifying the starting point.
In addition, Jon has an active management style, investing client's assets in ways that are specifically tailored to their different financial goals. Active risk management and staying connected with the overall economy and markets are keys to investment success, and a comprehensive and customized financial plan makes this possible.
Jon is passionate about educating his clients throughout his process, and at the same time enjoys learning from them and seeing their plans play out overtime. Jon is married to Kailen, and together they have 2 children, Ashlen and Austin, and are grateful to call Arizona home.