Jon is the managing partner of Legend Wealth Management and Legend Financial Marketing Services. He not only works with independent advisors and their clients to provide the “Best Interest” strategies they need to reach their goals, he also does the same for his personal clients.
In his 22+ years of experience, he has honed his expertise in case design and consistently positions the appropriate strategies for client objectives. He is unapologetic in his resolve to provide Legend Wealth Management clients with the tools they need to make their retirement dreams a reality and to help secure their legacy for their heirs. He makes himself available 24/7 and truly values the relationships he builds with clients and their families.
In his free time, Jon enjoys weightlifting, basketball, hunting and fishing. He has five children, aged 19-31 and he has been married to his wife for over 20 years.
“Our goal when we started Legend Wealth Management was to provide a true “Best Interest” experience for clients to help guide them on the path to achieving their financial goals. My 22+ year history serving registered reps and investment advisors helps me to truly understand where the industry’s available strategies fit for any client scenario, and where they don’t. I stay true to the real objective of providing you with the appropriate recommendation for your goals. At Legend Wealth Management, we are not product pushers, we are problem solvers. We look forward to the opportunity to show you what that difference means.”