Jon has spent 30+ years helping individuals and families gain peace of mind through strategic estate planning. His passion for financial literacy and protecting life savings began at age 12 after witnessing his grandmother suffer a bad investment. After starting on Wall Street, Jon chose to become an independent fiduciary, free to act in his clients’ best interests. He’s guided over 2,000 families with clarity, transparency, and care. A personal family crisis showed him the life-changing value of having a plan in place. He often says, “Estate planning isn’t about money; it’s about family.” Jon lives in Scottsdale with his wife and three children.