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(402) 328-8800  Toll Free: (800) 897-1588

If you want to talk books, travel, or sports, Jon is your guy. He’s an avid reader of history and business mainly but does dabble in other genres. His favorite book of all-time (thus far) is The Boys in the Boat.  Jon and his wife Audrey love to travel, although the addition of two kids (Samantha and Jack) has slowed down their worldly adventures (temporarily, and in a good way!). Speaking of kids, you can often find Jon at Husker men’s basketball games, bribing his daughter with popcorn and other treats in the hopes of making it to the second half.  And if you have an extra ticket to a Jimmy Buffett concert, let Jon know.

Jon serves on the Lincoln Children’s Zoo Board, is a Teammates mentor, a Lincoln Downtown Athletic Club member, and a graduate of Leadership Lincoln. He earned a degree in Finance & Economics from the University of Nebraska in 1998 and became a CFP® in 2007. Frankly, he’s known what he wanted to do for a career since taking a high school personal finance class.

If you’d like someone to sit down with you, figure out where you are and where you want to go, then determine the best way to get there, call or email Jon.

Phone: 402-328-8800


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