Jon has been with Baird since 2009 and in the financial services industry for over 30 years. Prior to joining Baird, Jon was with Wachovia Securities since 1997 and has also been with Prudential Securities and Shearson Lehman Brothers, where he began his career. His areas of expertise include comprehensive financial planning for individuals, businesses, and trusts including retirement, estate planning, and custom portfolio management.
Jon resides in Nevada City. He has three adult children; Jessica, Erika, and Galen. In his free time, he enjoys skiing, bicycling, fly fishing, golf, gardening, and attending live music events.