Jon grew up in Keizer, OR and graduated from Oregon State University. While at OSU Jon studied Business and Engineering, and ultimately received his Bachelor's degree in Business and minor in Engineering.
Jon has been in the financial services industry since 2003. Early on his primary focus was a career path towards recruiting and leadership. In 2010 Jon decided to step away from leadership and focus on building and maintaining his client relationships in financial planning. Jon understands through his personal life experience the importance of a financial plan. He's received the Retirement Income Certified Professional (RICP®), Behavioral Financial Advisor (BFA™) and CERTIFIED FINANCIAL PLANNER professional designations.
Jon lives in Lake Oswego, OR with his wife Azla, kids Jack and Maddie, and their dog Hank.