Jon has called Omaha home since 2007, but is originally from Chadron, Nebraska, where he graduated from Chadron State College with a bachelor’s degree in business administration. Through high school and college, he worked for a retailer that gave him the ability to purchase company stock with a part of each paycheck. At an age when it’s difficult to choose saving over spending, he learned the value of planning for the future and the benefits of investing for long-term growth. He joined Cambridge Advisors in March of 2024. Prior to that, he spent 16 years wholesaling retirement solutions to financial advisors and representatives. From that experience, he saw the improvement in retirement satisfaction for retirees who positioned themselves well with the help of good advice. Jon is a Retirement Income Certified Professional. The RICP® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase.

Jon and his wife Mikayla have a daughter and a son who keep them busy driving to dance and baseball practices, respectively. Their dog Farley is usually along for the ride. When he’s got free time, Jon enjoys reading, golf and cooking on the grill for friends and family.