Personal
Jon was born in Texas in 1984. Growing up in a Military family Jon has lived in different parts of the world including Texas, Hawaii, and Germany. Jon received his Bachelors degree in Communication and Marketing while playing baseball at Western Illinois University, which he attended from 2002 to 2006. After graduation, Jon settled in Illinois and he now resides in the great city of Chicago.
Professional
My mission is to motivate people to create financial security for themselves and their families. I want to help people who do not have the time or inclination to do this for themselves. I will use my financial expertise to help educate people in the areas of risk management, wealth accumulation, and wealth preservation, showing them how to be disciplined with their investment goals in mind. I will deliver these services while building relationships based on serving the client’s needs.
I was introduced to Northwestern Mutual through an Advisor back in early 2014. He felt that with my friendly personality, and my hard working mentality, I could really help clients take their Financial Plan to the next level. I left the mortgage industry to become my own boss and help clients on a one-on-one basis. I became a full time Representative in May 2014, and I have been continuing to grow ever since. My previous work experience with major companies has helped me become a well-rounded Financial Representative with Northwestern Mutual and I look forward to continuing to grow with the company.
Education
Western Illinois University - Communication & Marketing (Bachelor's Degree)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
