Jon joined Merrill Lynch Wealth Management in 2016. His focus is on developing tailored strategies for clients and their families to help them pursue both short- and long-term financial goals.
As a former Mechanical Design Engineer, Jon draws from significant experience in analyzing specific needs and goals to create custom strategies and help achieve a high level of client satisfaction. Working closely with clients' other trusted advisors, Jon is able to draw on the insights of his team and Merrill Lynch Wealth Management to provide a breadth of strategies and robust financial tools to assist clients in pursuing their goals. He graduated from the University of Colorado with a BS and MS in Mechanical Engineering.
In his free time, Jon enjoys hiking and running with his wife Morgan and their children Orion and Omega, in many of the beautiful parks and open spaces Colorado has to offer.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
