Jon has worked in the financial services industry since 2018 as a second career after teaching high school history and economics. Jon earned his CFP® as well as being a Global Financial Planning Fellow (USA). He enjoys working with clients holistically with their financial plans and helping them live their dreams.
Jon lives in Lake Zurich, IL, with his family (wife Lindsey, and two sons Luke and Caleb). He is a member of The Orchard Evangelical Free Church in Barrington, IL, actively continues improving his German so that he can better follow his favorite soccer team, Bayern Munich, and is always planning his next trip overseas.