Jon is a Managing Director and Financial Advisor with Baird. He joined the firm in 2012 after working at Morgan Stanley Smith Barney and Citigroup Smith Barney. Jon has been providing quality comprehensive planning for high-net-worth individuals, businesses, and non-profit organizations since 2005. He brings a dynamic process and personalized advice to client relationships so the complexity of financial planning and risk management is clearly defined into manageable steps. This process-driven but client-centered approach has been instrumental for increasing the peace of mind that every client is looking for.
Jon holds a BS from Salisbury University in Maryland and is Series 7, 63, and 65 registered. Jon takes the time to educate about proper insurance planning and holds his Life, Accident & Health license to offer insurance products like Life Insurance, Long-Term Care Insurance and Annuities.