Jon joined our firm in February of 2013, and he is the lead advisor on many of the firm’s client engagements. He splits time between our Chesterfield and Kirkwood offices and specializes in various forms of equity-based compensation. He works with a myriad of executives striving to optimize their employer-sponsored plans while minimizing taxes. From restricted stock to performance share units to other deferred compensation arrangements like phantom stock and incentive stock options – Jon can help!
Jon has over 10 years of financial planning experience and holds the CERTIFIED FINANCIAL PLANNERTM designation. He holds his Series 6, 7, 63, and 65 registrations with LPL Financial as well as his Life Producer Insurance license in Missouri and Illinois. His motto when it comes to finances is debt is an anchor. Jon's goal is to help his clients get out of debt quickly and never look back! He believes comprehensive planning is key when helping his clients plan for their goals.
Jon graduated from the University of Missouri - St. Louis Summa Cum Laude with a degree in Finance. He is originally from Palm Beach, FL, but he now resides in MO with his wife, Alice, two children, Robbie and Harrison, and dog, Teddy. Outside of work, Jon enjoys fishing, hunting, bee keeping, and cheering on the Eagles (GO BIRDS!) Jon is also passionate about giving back to youth charities that focus on education.
Getting to Know Jon
Favorite food: HOT Wings (the hotter the better)
Favorite quote: "Let us not look back in anger or forward in fear, but around in awareness." - James Thurber
Best piece of financial advice received: Plans are useless, but planning is indispensable.
Favorite holiday: 4th of July
Favorite movie: Tommy Boy
Hidden Talents: Falconry, beekeeping, kart racing, and brewing beer
If Jon could meet anyone, past or present, it would be: Benjamin Franklin
What motivates Jon: Leaving the world a better place than he found it
Place Jon would most like to visit: The Galapagos Islands
Favorite book: Marcus Luttrell's Lone Survivor
Something on Jon's bucket list: Donate a million dollars to charity
Biggest accomplishment: Convincing my wife to marry me