Since 2002 Jon has been helping clients identify what is most important to them. A strong belief in comprehensive financial planning is at the core of how he enjoys working with clients. He feels that to truly to be able to help clients you need to understand what “makes them tick.” Once you have this information you can put the pieces of the puzzle together. Those strategies will go more in depth into investments, retirement, protection, and estate planning.
Before joining Vantage Point Wealth Management, Jon gained his industry experience and shaped how he likes to work with clients from “getting his feet wet” originally in the industry with Sammons Securities, Edward Jones and 10 years with Ameriprise Financial. Through these experiences he has gained his series 7, 6, 63, and 66 securities licenses, all currently held through LPL Financial, as well as being licensed in life and health insurance.
Jon’s faith and family are very important to him. He and his wife Karla live in Mayer, MN, with their daughter Abby and son Tyler. They have been attending Wooddale church since before they got married in 1999, where they often volunteer in the nursery. Jon enjoyed playing many years of softball, but more recently has “retired” from playing to help coach their children in fast pitch softball, baseball and basketball. They also enjoy spending time with family and friends especially out at Jon’s family lake cabin.