Jon is a Financial Advisor with twenty years of experience currently serving the Greater PhoenixâNorthwest Valley area. With a focus on helping those looking to grow and protect their wealth, Jon develops customized financial plans tailored to the specific needs of each client.
Prior to joining the BMO team, Jon earned a finance degree from the University of Wisconsin-Milwaukee. He holds securities licenses 7, 63, and 65, along with his life, health, and annuity insurance licenses.
Jon is married with four children and is a past board member of Friendship Foundation, as well as a past member of Kiwanis International.