Managing Partner
Phone : +1 214-965-7695
"Having grown up around the advisory business, I remember conversations with my father during my teenage years about the importance of his work treating others as you would want to be treated and taking the time to truly understand clients and their goals."
For Jon, becoming a financial advisor was a natural choice. Watching his father help hardworking families establish and achieve their financial goals instilled in him a deep respect for the profession and the impact it can have on people’s lives. Nearly two decades later, he remains convinced that a personalized, goal-oriented approach to asset management and financial planning is crucial to investor success.
"I learned asset management from the ground up through firsthand experience alongside my education. That foundation shaped how I approach investing today, combining rigorous analysis with a deep understanding of clients unique needs."
Jon specializes in Portfolio Construction, Asset Allocation, and Risk Management, believing that a comprehensive, customized approach is essential to financial success. He works closely with clients to integrate their investment strategies with broader financial planning, including retirement planning, trust and estate planning, cash management, and banking services through Raymond James Bank.
He earned his Bachelor of Business Administration from the University of Texas at Arlington and has served on the Board of Directors of the Texas Historical Foundation, continuously contributing to its finance committee since 2009.
Jon lives in Coppell, TX, with his wife and two sons. In his free time he enjoys reading and fly fishing.
