Personal
Jon grew up in Eden Prairie, MN where he participated in cross country, track & field, and Nordic skiing. He attended the University of Iowa (GO HAWKS!) and was heavily involved in the leadership of his fraternity, Phi Delta Theta.
Jon and his wife Lauren, recently welcomed their son Jax in 2022. They live in Carver with their two dogs Bear and Birkie. They enjoy traveling, cooking, skiing, biking, volunteering, and spending time with friends. Jon serves on the Diversity, Equity, and Inclusion council at Northwestern Mutual Minneapolis and participates in raising money for the Firefighters for Healing charity.
"Family"
Your favorite people whom you can dream, laugh and play with, life's greatest treasures, circle of trust.
"I'm proud to be married to someone who supports my dreams and encourages me to chase them."
Lauren, Jax and I on a recent vacation celebrating family.
Professional
Coming up on 13 years of financial planning and management experience, our team is dedicated to serving our clients' needs.
The majority of our client's owner are either hitting the next milestone in their careers, approaching retirement, and or operate a business locally in Minnesota and across the US.
We are uniquely equipped to partner with entrepreneurs who have a greater vision for their business and the community that they impact.
“Growing up my father and my in laws ran multiple successful businesses, I always knew I wanted to both be an entrepreneur and helps others think bigger. Every business has a unique story to tell, we are excited to hear yours and hopefully be a part of it.” -Jon Rice
Education/ Designations:
- Bachelor of Arts, International Studies & Certificate in Entrepreneurship – University of Iowa
- ChFC®
- FINRA Series 6 & 63
- Life, Accident & Health Licenses
- Long Term Care License
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.
Firefighters for Healing
Firefighters For Healing supports burn survivor patients & helps firefighters and first responders pivot after a line of duty injury or medical diagnosis. We care, we listen, we encourage the family as they navigate the first hours, days and months.
Angel Foundation
Angel Foundation offers relief to adults with cancer and their loved ones through financial assistance, education, and emotional support.
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.
