Helping you improve your financial life.
As Assistant Vice President Branch Manager, Jon is dedicated to delivering exceptional service to his clients. With a strong focus on problem-solving, he approaches every client interaction with the goal of not only addressing immediate concerns but also identifying opportunities to enhance their financial well-being. Jon believes in building long-term relationships based on trust and transparency and he leads his team with a commitment to excellence and client satisfaction.
Experience
- Began financial services career in 2016
- Joined Johnson Financial Group in 2025
- Graduated with a bachelor’s degree in finance and management from Indiana University in 2018
Banking products offered by Johnson Bank, a Johnson Financial Group Company. Equal Housing Lender, Member FDIC.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Checking Solutions
- Digital Solutions
- Financing Home Improvements
- Personal Loans
- Savings, Money Market or CDs
Community Involvement
- Resident of Appleton
- Pulse Young Professional Network member with Fox Cities Chamber of Commerce