Jon joined Signature Wealth Concepts, LLC in 2019. He has been a licensed Financial Consultant since 2011. Building meaningful and attentive client relationships has been the cornerstone to Jon continuing to grow his successful practice.
Quality planning cannot be maintained if it is compartmentalized. It is important for a client's investment assets, insurance planning, and tax strategies to all work together toward the same goals. Jon's access to an open platform allows him to customize strategies to the client's specific needs with investment and insurance products from numerous firms. The key to successful planning is selecting the right team of trusted professionals.
Prior to entering the financial services industry, Jon attended the University of Arizona where he graduated Summa Cum Laude with a degree in Finance and Entrepreneurship from the Eller College of Business Management. He held a Wealth Management Internship with Merrill Lynch, and attained his Series 7 and Series 66 registrations, along with his Life and Health Insurance Licenses. He lives on the eastside of Tucson with his wife, Erica, and son, Calvin. Jon grew up playing competitive golf, and still tries to sneak away when he can to keep his game sharp.