Experience and Education
Jon provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs.
He has over 21 years of experience in the industry and has held a variety of roles including client service associate, analyst, director of research on the investment committee and managing director of offices in two cities.
He has an MBA from the University of Houston and a bachelor’s degree from Texas A&M University, College Station.
Jon is an avid hiker and traveler, enjoys cooking and gardening with his family and supporting his beloved Aggies on Saturdays.