Lead Financial Advisor

Jon's Bio

When clients meet with Jon, he lets them do most of the talking. Passionate about helping pre-retirees and retirees work toward their goals, he seeks to truly understand their situation so he can have a positive impact on their future.

A lover of numbers and data, Jon previously worked in corporate finance. A pull to help individuals and families led him to Strategic Wealth Designers. Jon earned a degree in finance and economics as well as an MBA with a concentration in finance. He holds life and health insurance licenses and passed the Series 7 and 66 exams.

Jon lives in Winter Park, Colorado, with his wife, Kristi, his two daughters and their two dogs. His family enjoys the mountain lifestyle by skiing, biking, hiking and rock climbing as often as they can.