Jon is a long-time resident of the Bay Area, growing up in San Ramon and attending Cal State East Bay where he majored in Economics. He has been fortunate enough to have a successful career in management and sales. One of his proudest achievements was successfully leading his construction company through the 2008 financial crisis. Jon's passion lies in helping his clients get excited about retirement and helping growing families like his create a legacy for future generations.

Jon married his high school best friend, Alexa, in 2016 and they welcomed their twin boys, Xavian and Xander, in early 2019. They live in Dublin where you can often find them outdoors spending time with friends and family at a local park or at their favorite restaurants. Jon has played soccer for most of life and has become an avid golfer for the last 15 years. Jon and Alexa are also very experienced “all-inclusive” vacationers are hoping to share that passion with their sons one day.

1 as of 5/27/2022

Areas of Specialty

  • Asset Management
  • 401K Advisory Services
  • Retirement Planning
  • College Education
  • Long Term Care Funding
  • Estate & Charitable Giving
  • Cash Flow Analysis
  • Succession Planning

Education & Credentials

  • BS: California State University East Bay
  • Registrations: Series 7, 66

Areas of Specialty

  • Asset Management
  • 401K Advisory Services
  • Retirement Planning
  • College Education
  • Long Term Care Funding
  • Estate & Charitable Giving
  • Cash Flow Analysis
  • Succession Planning

Education & Credentials

  • BS: California State University East Bay
  • Registrations: Series 7, 66
Jonathan posing his wife, Alexa, and children, Xavian and Xander

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