Financial Education Advisor
Jon is a financial education advisor for the firm, providing one-on-one investment consultations to retirement plan participants. He earned a bachelor’s in business from UW-Stevens Point and holds the Investment Advisor Representative license (Series 65). Prior to joining Spectrum, Jon’s career provided him with a broad range of business, management, and leadership experience. He also spent several years in private retail consulting.
Jon is married with 2 children and lives in Mequon, WI. When not at work, he enjoys spending time with family and friends. Jon also has 2 dogs and is certified as a therapy dog handler. Among other activities, Jon enjoys travel, outdoor activities, fitness, and participating in multiple charitable causes.
*CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.