About Jon

Jon is a native of Phoenix and his family has been in Arizona for generations. Perhaps that’s why he embodies the Southwestern sensibilities of individuality, a strong work ethic and looking out for one another. To him, you’re more than a client, you’re a friend and neighbor. He’ll take the time to get to know you and build a long-term relationship you can rely on throughout your retirement years. Your financial well-being is his number one goal.


A native of Phoenix with roots in Arizona, Jon shares your love of desert living, and provides you with the financial guidance you need to help maintain your quality of life throughout your years.