We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Learn More Today About
How We Help
Contact us today to find out how we can help with your financial needs.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
*All investing involves risk. Past performance is no guarantee of future results.
For 17 years, Jon has been providing retirement and investment planning advice to his clients throughout Northwest Ohio and Southeast Michigan. Together, with his experience and the team available to him through LPL Financial, he is committed to meeting the best possible solution for his clients. He currently holds multiple securities licenses through LPL which include a Series 7, Series 6, Series 63, and Series 65. Along with these licenses, Jon also holds a life and health license as well.
As a lifelong Northwest Ohioan, Jon and his family reside in Sylvania, OH. His wife Jodi, is a 3rd grade teacher in the Evergreen School system. When not working, he enjoys spending his free time with his family and coaching his two daughter’s Taylor and Sydney.
Jon holds a B.A. In General Communication from the University of Toledo where he graduated in 1998.
-Huntington Bank/FirstMerit Bank - Wealth Advisor, Asst. Vice President
-ING Financial Partners - Financial Advisor
-New York Life/Nylife Securities - Registered Representative, Agent
As an independent Wealth Advisor, Jon specializes in helping individuals, families, and business owners work towards financial independence. During the initial appointment, Jon will sit down with you to discuss your personal financial situation and determine if there is an ideal fit for each other. He understands the planning process and invites you to contact him to schedule an appointment today.