An accessible, proactive financial partner committed to helping clients achieve their long-term goals.
As Senior Vice President, Private Client Services Manager, Jon serves as a holistic advisor to affluent professionals and business executives throughout Greater Milwaukee. He translates his knowledge of wealth management into solutions for his clients’ business and personal financial needs. Focusing on the unique goals of each individual and family, Jon presents creative ideas and solutions to complex problems. He is dedicated to developing meaningful, lasting relationships as a trusted advisor throughout every stage of a client’s financial lifecycle.
- 13 years of experience in the private wealth management field
- Certified Wealth Strategist
- B.S. from Cardinal Stritch University
- Named to Milwaukee Business Journal’s 40 Under 40 List
Banking products offered by Johnson Bank, a Johnson Financial Group Company. Equal Housing Lender, Member FDIC.
Ask Me About
- Borrowing Solutions
- Deposit and Cash Management Services
- Planning for Your Future
- United Way Philanthropic 5 Recognition
- Discovery World Board of Directors
- United Way of Greater Milwaukee Cabinet Member