Recognized in FORBES by being named on the 2017 and 2018 list of America's Next Generation Wealth Advisors, as well as on the 2019 Forbes Next Gen Best-In-State Wealth Advisors, Jon is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Asset Management Specialist™ specializing in Retirement Planning and Income Planning for high-net-worth individuals and families. Jon takes a very personal one-on-one approach to meeting clients’ financial and personal goals with an emphasis on superior customer service. Additionally, he is a fully licensed Financial Advisor carrying the series 7 and 63 licenses.
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 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 13 consecutive years among FORTUNE'S 100 Best Companies to Work For, recognition on Barron’s Top Wealth Managers list, and the No. 1 municipal bond underwriter nationwide2.
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.
FORBES rankings based on data as of: 2017 (June 2017, time period 3/31/16-3/31/17); 2018 (July 2018, time period 3/31/17-3/31/18); 2019 (June 2019, time period 3/31/18-3/31/19).