Jon’s clients care about their families and community and are interested in creating a roadmap to make sure they’re doing everything possible toward reaching their goals. Through a rigorous process, he makes sure clients understand gaps and opportunities in their current financial plan. He works with his clients to implement the strategies they decide are best.
Jon’s specialty is helping families with special needs children create a secure and happy life for their loved ones. He has first-hand experience, planning for his son Jake.
A financial planner since 2002 and an executive in the financial services industry since 1982, Jon’s comprehensive financial planning process includes retirement, investments, personal risk management, special needs, business succession, and estate planning.
Schedule a call with Jon and learn how his comprehensive, objective financial planning strategies can improve your financial picture.
Jon graduated from Washington State University and completed his MBA at St. Mary’s College. He is married with two children and donates his time and energy to charitable organizations.
- Special Needs Top 10 Mistakes
- Special Needs Planning
- Click here to see a video about what it is like to be a sibling of a special needs individual
- 2022 San Francisco Autism Society Presentation