Jon has been with Baird since 2009 and in the financial services industry for over 30 years. Prior to joining Baird, Jon was with Wachovia Securities since 1997 and has also been with Prudential Securities and Shearson Lehman Brothers, where he began his career. His areas of expertise include comprehensive financial planning for individuals, businesses, and trusts including retirement, estate planning, and custom portfolio management.
Jon takes a very personal one-on-one approach to meeting clients’ financial and personal goals with an emphasis on superior service. He recognizes that every client is different and consequently they have their own needs and goals. Jon takes pride in helping his clients identify their needs and then develops an individualized plan to achieve their goals within their individual risk tolerance.
Jon obtained a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo in 1983. He is a member of the Gold Country Estate Planning Council, a former Chairman of The Center for the Arts in Grass Valley, and Yuba River School’s Education Foundation.
Jon resides in Nevada City. He has three adult children; Jessica, Erika, and Galen. In his free time, he enjoys skiing, bicycling, fly fishing, golf, gardening, and attending live music events.