Jon's Financial Philosophy
Jon believes that money is a tool given by God to help people accomplish their goals. These goals are ultimately shaped by one’s core values. Because of this, clarity around goals and the underlying values to which they point are critical in forming a financial strategy. Jon emphasizes understanding a client’s values prior to making a recommendation. Whether the goal is stewardship in retirement, opportunities for children, generosity towards churches or ministries, or confidence in wise financial stewardship, the financial strategy should serve that larger purpose.
Jon is approachable, friendly, thoughtful, and analytical. He enjoys teaching what can feel like complex financial topics in a straightforward way, helping clients understand why a recommendation is being made, how it aligns with their values, and how the different parts of their financial life fit together.
How Jon Helps Clients
Comprehensive financial planning
Integrate all aspects of your financial life through a holistic roadmap that guides you toward dynamic, long-term financial confidence.
Tax Planning
Minimize your tax liability through proactive, year-round strategies, intelligent asset allocation, and distribution planning.
Investment Management
Manage your wealth with tailored, risk-oriented investment stretegies aligned with your personal timeline and financial goals.
Estate Planning Coordination
Coordinate your estate plan so your financial plan, beneficiaries, and accounts complement each other for your heirs.
Insurance Planning
Protect your family and hard-earned assets from unforeseen events with right-sized life and long-term care coverage.
Cash flow & Goals Planning
Build a clear strategy for saving, spending, and directing your resources toward important goals like education, major purchases, charitable giving, and other priorities.
Professional Background
Jon joined Vision in 2023, after a Financial Analyst tenure in commercial real estate development. As a financial advisor, Jon enjoys teaching and coaching his clients in the pursuit of their financial goals. Additionally, he compliments the team through financial and investment analysis. In this role, he spearheads investment and market research for the firm, drawing on his analytical background.
- Education: Taylor University (Finance and Applied Mathematics)
- Licenses: Series 7, Series 66, Life and Health insurance, Variable Contracts
Outside the office
Outside the office, Jon enjoys making the most of Michigan’s seasons—especially summer. On a warm day, you’ll likely find him exploring a mountain biking trail, carving turns on a water-ski course, or going for a run. When the weather turns colder, he’s happy to settle in with a classic novel or an NFL game and a good cup of coffee from his espresso machine.
His favorite way to spend time, though, is with his wife and high school sweetheart, Emily, and their young son, Jack. Whatever the season, time together is what he enjoys most.
Frequently Asked Questions
What services does Jon provide?
Jon offers comprehensive financial planning services tailored to your life stage, including active investment management, retirement planning, tax management strategies, and cash flow and goal planning. His goal is to organize your complete financial picture into a cohesive roadmap, giving you confidence in your long-term financial future.
Where does jon work?
Jon works primarily out of Vision's Hudsonville office serving the greater Grand Rapids and West Michigan areas. He also works with clients in the Kalamazoo, St. Joseph, Michigan, and Mishawaka, Indiana areas as well.
What are Jon's educational background and professional licenses?
Jon completed rigorous educational requirements, holding bachelor of science degrees in both Finance and Applied Mathematics from Taylor University. He maintains active regulatory licenses (including FINRA Series registrations and state insurance credentials) required to provide professional, fiduciary financial advice.
What is Jon's investment management role?
As a fiduciary, Jon’s role is to design, construct, and proactively manage your investment portfolios. He ensures your assets are aligned precisely with your goals, risk profile, and cash flow requirements, performing continuous financial planning updates, rebalancing, and performance monitoring.
What is Jon's financial planning approach?
Jon operates with a collaborative, values-oriented process. Jon aims to understand what matters most to you to build a sustainable long-term plan in accordance with your values and priorities. He partners with clients to help them actively steward their resources through robust investment management and monitoring and ongoing dynamic guidance for financial decisions.
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