“I have had Jon and Dana managing my money for many years and they have consistently made me feel like part of their family. My life would be significantly more difficult if I didn’t have them on my team. From stellar advice on the ever changing stock market, to innovative thinking in managing the multitude of personal problems I throw at them, I couldn’t ask for a more professional and caring individual than Jon. He is licensed in several states and I was thrilled to be able to have him managing my investments after my move to Texas from Missouri. If you are unhappy with your current financial advisor, need to start planning for your own future, or just want to upgrade your lifestyle and be blown away year after year by the attention to detail and above and beyond service that he provides, call him. I’m so glad that I did. Thank you, Jon for all you do, and Dana, you are a rockstar!”
Investing
Investing
“I have had Jon and Dana managing my money for many years and they have consistently made me feel like part of their family. My life would be significantly more difficult if I didn’t have them on my team. From stellar advice on the ever changing stock market, to innovative thinking in managing the multitude of personal problems I throw at them, I couldn’t ask for a more professional and caring individual than Jon. He is licensed in several states and I was thrilled to be able to have him managing my investments after my move to Texas from Missouri. If you are unhappy with your current financial advisor, need to start planning for your own future, or just want to upgrade your lifestyle and be blown away year after year by the attention to detail and above and beyond service that he provides, call him. I’m so glad that I did. Thank you, Jon for all you do, and Dana, you are a rockstar!”