Jon is an Executive Wealth Manager at Genesis Wealth Management, bringing over two decades of experience as a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a Chartered Financial Consultant® and holds FINRA Series 7, 63, and 65 registrations through LPL Financial, along with life, accident, and health insurance licenses.
Jon’s mission is to provide insightful financial guidance and strategies that help clients pursue financial security through sound wealth, growth and transfer strategies. He is dedicated to assisting clients in enjoying a balanced life today while creating a plan to work toward long-term financial stability. His expertise in comprehensive financial planning includes developing tailored strategies in:
- Retirement Planning
- Investment Planning
- Estate Planning
- Risk Management Planning
- Education Planning
Before joining Genesis Wealth Management, Jon served as a Senior Wealth Manager with USAA, a Fortune 100 company, where he was a valued advisor to high-networth military members and USAA executives for nearly 18 years. Jon graduated from Texas State University and values spending quality time with his wife of 27 years and their two sons, Evan and Riley. He also enjoys mixed martial arts, playing guitar, hiking, camping, and cheering for the Minnesota Vikings.
