Mobile Phone:(913) 912-0912
“Having a financial advisor who knows your overall business plan and has a big-picture view of your company makes a difference for our clients.”
Jon leads the Cornerstone Wealth Management business and joined the firm as partner in 2014. For corporate clients, he specializes in providing strategies for recruitment, retention, business succession, and tax management through qualified and non-qualified plans. For personal clients, he focuses on developing retirement income, estate plans and investment management strategies that are both cost and tax efficient.
Jon’s experience includes working as a CPA and tax attorney, as well as developing a business region for a Fortune 500 financial services firm. This combined experience gives Jon the knowledge to counsel clients with the big picture in mind. He’s an entrepreneur at heart and knows what it takes to build a business.
A native Nebraskan, Jon earned bachelor’s degrees in accounting and finance from Creighton University and a Juris Doctorate from Creighton University School of Law.
Jon currently serves the Kansas City community as president-elect of the Catholic Foundation of Northeast Kansas and as president of the board for Inclusion Connections, an Olathe nonprofit working to improve the lives of individuals with disabilities. He lives in Lenexa, Kansas, with his wife and four children.