Jon is a Financial Advisor with Cornerstone Financial Advisors. He is motivated to do what is in the best interest of his clients and providing tailored plans to help them pursue their goals. He maintains the Series 7 and 66 securities registrations along with the life and health insurance license for the state of Idaho.
Jon received his Master’s degree in Personal Financial Planning and Charitable Planning Certificate from Texas Tech University. He also received his Bachelor’s degree in Accounting from Brigham Young University–Idaho. His prior experience is with The Financial Advisory Group in Houston, Advisors Ahead in Twin Falls, and now Cornerstone Financial Advisors in Idaho Falls.
Jon enjoys spending time with his wife, Jessica, and their son Taysom. He loves to stay active by playing basketball, volleyball, hiking, hunting, camping, and cross country skiing. He is a fan of Brigham Young University (BYU) and Boise State University football.
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 30 years. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a comprehensive process to help them invest and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.