Jon is a lifelong resident of north Texas. He has spent his entire working career in education. First as a high school Agriculture Science Instructor in the Plano ISD for 13 years. Then starting his own business in 1992 in the financial services industry.  People used to ask him all the time if he missed teaching. At first the answer was no. But the more he thought about it, the more he realized that he was still in the education field. Educating people about their financial situation and future. So, the more he thought about it, he didn’t leave teaching, just moved on to a different field of education.

He realized there was a need to help hard working Americans understand how planning will benefit their financial future. How 96% or 9 out of 10 Americans were either dead or dead broke by 65. None of the 96% planned to fail, they just failed to plan for their financial future/retirement. Only 4% of the 100 average Americans were financially successful by 65. People need financial help!

His focus is to help people protect themselves and their money. To help people in setting up a plan that will help minimize or eliminate taxes at retirement time while protecting their money in the accumulation and distribution phases of their retirement years with “Safe Money” practices. Helping people by designing plans that will guarantee that they will never run out of money during retirement.

When not helping clients, Jon is very active in his community. Along with being Vice-President of the Wylie Antique Machinery Society, he is the President of the Texas Chapter #25 of the International Harvester Collectors Club. He is also the Regional Advisor of the South-Central Region of EDGETA, Early Day Gas Engine and Tractor Association.