Celebrating Milestones: 30 Years of Leadership

We're marking a special milestone as Jon completes 30 years of distinguished client service, guiding his clients with their financial journey! His career, which began in 1993 after honorable service in the U.S. Navy, has been one of leadership and expertise. Jon's academic achievements at the University of Wisconsin and Columbia University paved the way for his distinguished finance career, where he earned his Chartered Financial Analyst™ (CFA®) charterholder and Certified Financial Planner™ (CFP®) professional designations.

Jon brings his knowledge, experience, and leadership skills to a number of key institutions in his field, and he is also an active member of his community. Jon is a member advisor of the National Association of Personal Financial Advisors (NAPFA), a member of the CFA Institute, and the CFA Society of Detroit. He is a past president of the Northeastern Michigan Estate Planning Council and past member of the Delta College Endowment Fund Investment Advisory Committee. Jon is also a member of the Board of Directors at financial, educational, and private enterprises, including Covenant Healthcare System, Stevens Center for Family Business at Saginaw Valley State University, and Central Equity Investments Incorporated.

As our President and CEO, Jon has played a pivotal role in shaping our firm. His dedication extends beyond professional duties, enriching community and family life with his diverse interests and volunteerism.

Join us in applauding Jon for his 30 years of exceptional service and contribution.