Jon has been with SIA since June 2007. His areas of expertise are all types of retirement planning, investments, 401k plans (including prevailing wage 401k plans), and life insurance.
Jon currently works closely with Associated Builders and Contractors as a Merit Choice representative and a member of their legislative committee.
Jon holds the designations of Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) both from The American College, Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors and Chartered Retirement Plans Specialist® (CRPS®) from The College of Financial Planning. The ChFC® designation currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.
Jon is currently sits on the board of the Waupun Kiwanis club. He is an avid Wisconsin sports fan.
Jon and his wife Kim live in Waupun with their two children, Ryker and Jaina.
Securities and advisory services offered through Packerland Brokerage Services Inc., and unaffiliated entity. Member FINRA & SIPC.