Jon has been privileged to meet many wonderful people and families in his almost 12 years of financial planning.  As the Chippewa Valley's Retirement Specialist™, he provides exceptional value to his clients by partnering with them to create a successful and fulfilling financial plan. We like to call it 'Planning Today for a Better Tomorrow™.'

Jon is a CERTIFIED FINANCIAL PLANNER™  professional and has also earned the Chartered Advisor in Philanthropy® (CAP®), Retirement Income Certified Professional® (RICP®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Senior Living® (CASL®) and Chartered Life Underwriter® (CLU®) designations.

Jon and his team are able to help people in every area of the financial planning process, and he specializes in retirement planning and charitable giving strategies.