Jon takes a client first approach to servicing your financial objectives. Drawing on his academic training, entrepreneurial experience, and professional background, Jon’s approach blends technical expertise with personalized service. With a strong background in investment planning tools, he specializes in investment plans for individuals and businesses, focusing on long-term wealth management and financial empowerment. Whether you're preparing for retirement, expanding your business, or navigating complex financial challenges, Jon is committed to guiding you every step of the way, helping clients turn financial goals into reality. It is his goal to empower people and businesses to have strong financial lives so they can focus on what is important to them and their communities.

Jon began his career in wealth management at Nicolet National Bank in 2021, where he quickly became a trusted advisor dedicated to helping clients navigate their financial journeys. His experience at Nicolet provided hands-on expertise in investment strategy, retirement planning, and tax optimization, laying the groundwork for his client-first approach. In 2025, Jon joined the CedarDoor Wealth Management team.

A proud graduate of Upper Iowa University, Jon holds bachelor’s degrees in finance, accounting, and business administration, along with a Master’s in Corporate Finance. Before entering the financial services industry, Jon owned and operated his own business from 2018 to 2022, gaining firsthand experience in entrepreneurship, financial management, and the challenges faced by small business owners.

Jon lives in Green Bay. He enjoys being spending time with family and friends, traveling and cooking up spicy foods.