Jon attended Indiana University in Bloomington, Indiana where he received his Bachelor of Science degree from the Kelley School of Business. He moved to Franklin Indiana in 1985 where he founded and managed a branch office for Edward D. Jones & Company until becoming an independent financial advisor in 1990.
He is an investment advisor representative who specializes in risk management, estate preservation, and multi-generational income. He has over 30 years of experience in helping retirees, high net worth individuals and families achieve their personal and financial goals.
He is a past president of the Indiana University Alumni Association of Johnson County Indiana, and has served as a board member for the South Indiana Foundation of the United Methodist Church.
Jon and his wife, Cindy, have two daughters , Stefany and Stacia.