Jon earned his B.A. in Finance with summa cum laude honors from the University of Wisconsin – Eau Claire.
Jon’s primary focus is helping clients fulfill their short-term needs and achieve their long-term goals through financial planning. He believes in attention to detail, excellent customer service, and putting the client first and foremost. He strives to educate clients on their options so they can make the most informed decision for their situation.
Jon and his wife, Morgan, reside in Elk Mound with their two children, Payton & Sawyer. He enjoys hunting and spending time at the lake with family and friends.