Recognized as an Accredited Wealth Management Advisor designee certified through the College for Financial Planning, Jon specializes in working with C-Suite Executives and their wide range of compensation packages and tax planning needs. His expertise also extends to Self-Employed/Small Business Owners, who face similar complexities in managing their finances. He joined Radian Partners in 2010, after gaining experience at some of the biggest names in the financial industry, to build a transparent, flexible, and comprehensive service platform capable of addressing complex circumstances that no single company could offer. This boutique atmosphere, with extensive resources, was created to achieve purposeful and strategic results.
Jon’s background is unique. Raised as an Army brat, he lived all over the world. He graduated from Belmont University in Nashville, where he entered the country music industry while fulfilling an internship requirement for college. He spent the next nine years in music publishing, witnessing fortunes rise and fall, which inspired him to transition into financial services and help people manage their wealth for the long term. Jon and his wife Laura, introduced by a mutual songwriting friend, have been married for over 20 years and have two teenage daughters.
At the end of the day, my job is to grow and protect the financial interests of my clients. There is no instant gratification, but when clients retire confidently or our prior planning mitigates an unexpected issue, it’s a proud moment for me, showing the importance of our work as trusted advisors.
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AWMA ®: Accredited Wealth Management Advisor ®
FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 66 (Investment Advisory & State Securities)
Life, Health, Annuity licensed
