Jon is a Financial Advisor at Romagna Wealth Management who helps clients turn retirement goals into clear, achievable plans. He listens to each client’s unique situation, builds tailored strategies using the most appropriate investment vehicles, and provides ongoing guidance as life and markets change. Jon’s approach is practical and client-centered: he tries to translate complex investment concepts into straightforward plans so clients can pursue their goals with confidence.

Jon began his career in institutional equity research at Stephens Inc., a family-owned investment bank in Little Rock, where he prepared company and industry research used to shape equity recommendations for institutional clients. He holds a bachelor’s degree in Finance from the University of Wisconsin–Milwaukee and completed the 21 month Investment Management Certificate Program (IMCP), during which he helped manage roughly $10 million in student portfolios and presented portfolio performance and risk analysis to the IMCP advisory council.

Working alongside Romagna Wealth Management’s leadership, Jon combines his hands-on investment experience with the firm’s deep product knowledge to try to deliver measurable value for local clients. A lifelong Wisconsin resident raised in Germantown, he returned home to apply his financial expertise in service of his community. Outside the office, Jon spends his time on the golf course or the soccer field and is an avid car enthusiast.