Jon is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant®, and has FINRA Series 7, 63 and 65 registrations, held by LPL Financial as well as life, accident and health insurance licenses.
Jon’s primary mission is to provide sound financial advice/strategies to his clients, helping them work toward financial security through the creation, growth, and transfer of wealth. He specializes in comprehensive financial planning by working personally with each client to create an overall financial strategy that encompasses the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to Genesis Wealth Management, Jon served as a Senior Wealth Manager with USAA, a Fortune 100 company. As a loyal USAA employee for nearly 18 years, Jon was a trusted financial advisor to their high net-worth military members and USAA executives.
Jon is a graduate from Texas State University and values spending quality family time with his wife of 19 years and their two young sons. He also enjoys music, hiking, camping, and football.