Career Summary:
Jon is responsible for developing financial plans and tax planning. He works directly with clients, as well as with other WDFS advisors. He provides strategic input regarding financial plans. He worked with a wide array of clients while at international, regional and local public accounting. His twenty plus years in finance covers a wide range of positions, including Chief Financial Officer of a large Twin Cities medical company.
Professional Credentials:
Certified Public Accountant, Certified Financial PlannerTM, Accredited Investment FiduciaryTM, Personal Financial Specialist (awarded through the American Institute of Certified Public Accountants).
In 2005, Jon earned the ACCEDITED INVESTMENT FIDUCIARY™ which demonstrates how seriously he takes the legal responsibility of managing someone else's money. A fiduciary is required by law to always act in the client's best interest. AIF® designees have successfully completed a specialized program on investment fiduciary standards of care at The Center for Fiduciary Studies, which was established in association with the University of Pittsburgh Graduate School of Business.
Media Exposure:
Jon has been quoted numerous times on financial planning related topics in professional and public press, including the Minneapolis Star Tribune, NAPFA-The Advisor and Fox-9 News.
Association Involvement:
MN Society of CPAs, American Institute of CPAs, National Association of Personal Financial Advisors, past Secretary/Treasurer Financial Planning Association, Beta Alpha Psi (accounting honor society).
Volunteer:
Church of St. Stephens, Knights of Columbus, City of Champlin Mississippi River Development Task Force, Dinner at Your Door.