Jon first became interested in providing financial advice fifteen years ago when he volunteered as a tax preparer for seniors. That experience motivated him to switch careers to financial planning, where he has advised numerous clients from all walks of life. Jon enhanced his expertise by obtaining the Certified Financial Planner® and Certified Investment Management Analyst® designations, but his primary passion remains tax planning. As a former engineer, Jon excels at analytical problem solving and loves crunching numbers that translate into money saved by clients.
In his free time, Jon is an avid fan of Denver sports teams, especially the Nuggets and Avalanche. He also spent many years as a raptor rehabilitator, developing a deep admiration for hawks, eagles, and owls.
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