Jon is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Asset Management Specialist™ specializing in Retirement Planning, Portfolio Management, and Income Planning for high-net-worth individuals and families. Jon brings over 20 years of industry experience and a personal one-on-one approach to helping clients meet their financial and estate planning goals. A CFP™ Professional since 2009, he prides himself on excellent customer service as a result of hard work, a strong support team, and a nationally recognized firm with an unwavering focus on our clients' best interests.
Jon obtained his Bachelor of Science degree in Finance from Northern Illinois University. Jon and his wife, Julie, have two boys, Mitch and Will. Together they enjoy fishing, coaching/playing baseball, throwing a football, and attempting to golf. In addition, they are avid NIU Huskies Football and Basketball fans.
Why Baird? Baird's reputation, independence, strength, and culture for putting the client first are primary reasons why I joined Baird from another investment firm in 2008. During the height of the financial crisis, I sought a firm that was reputable, strong, and had all of the necessary tools to offer the expert advice required by my wealthy clients in today's global economy.
As a result, I am grateful to be part of a firm that has received numerous accolades including 23 consecutive years among FORTUNE'S 100 Best Companies to Work For, as well as 14 consecutive years on Pension & Investments' list of "Best Places to Work in Money Management".
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.