Jon is a principal of the firm and is the lead designer of our 401(k) educational material and is also responsible for analytical research of investments, which includes underlying research for our model portfolios. He also participates in employee educational meetings and provides one-on-one investment consultations.

Jon earned a degree in Economics from

UW La Crosse and a MBA in Finance from DePaul University. Jon has 7 years of investment experience in the retirement plan industry.

He holds the FINRA Series 6 Investment Company Products/Variable Contracts Limited Representative, FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law, NASAA Series 65 Uniform Investment Adviser Law, (held at LPL Financial) and Wisconsin Life Insurance License and is a member of Wisconsin Retirement Plan Professionals Ltd.