Partner | Financial Planner
CFP®, CEPA®, helping business owners build a company worth more than the job it started as.
Professional
Jon joined E-Wealth as a Partner after merging his own practice that he built from the ground up. Entrepreneurship and independence are foundational to who Jon is as a person, and he is always the first one to say "Make the jump!" when someone is sharing their business aspirations.
Today, Jon and Brian lead a growing E-Wealth team that serves business owners and their families. Jon's work centers on exit planning and on helping owners build a company that is worth more than the job it started as.
Jon also served six years in the National Guard, plus two years inactive. It is not something he leads with, but the habits it built, showing up prepared and following through, carry into how he works with clients.
Growing up, Jon's family owned a heating and air conditioning business. He watched his parents make sacrifices, his dad work long hours in the hot, humid summers and brutally cold winters that Minnesota brings. Jon would often help in the business, and he remembers vividly how hot an attic gets in July and how heavy and awkward a gravity furnace is to carry out of a basement.
Jon truly understands the complexities that come with running a business. Helping business owner families plan and prioritize what is most important to them is why he chose this profession.
University of St. Thomas
Looking ahead
"I am excited to see our shared vision play out. Time is really flying by, and taking a proactive approach to enjoy each stage here and now is a top priority. However, to build the business and the legacy that I envision requires steadfast commitment every day. I am humbled by this balancing act."
Jon
Personal
Jon and his wife, Natasha, live in Edina, MN, and are the proud parents of two young boys. Together, they enjoy going to playgrounds, waterparks, trips to the family cabin, and any other adventure that makes their kids' eyes light up.
Jon and Natasha are also big foodies, always on the lookout for opportunities to enjoy the underrated food scene that the Twin Cities has to offer. They have a top 5 restaurant list that is always evolving and sure not to disappoint (inquire within).
Outside of work, Jon hunts, works out, and plays golf.
"I hope to be on the side of a mountain in an exotic location packing out an animal taken by one of my sons."
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Life outside the office
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A clear, intentional plan for business owners, entrepreneurs, and executives who want more from their wealth.