Our Qualifications

Jon is a dedicated professional with over 50 years investment experience. He earned his CFP® in 1990 and joined Cetera Wealth Services.

Jon received the designation Certified Financial Planner™ from the College of Financial Planning in 1990. Jon states, “Being a certified financial planner is gratifying as it allows me to look at the big picture for my clients. I now have the leeway to work with them in estate planning, retirement planning, college planning for their children and grandchildren, and wealth management, as well as many other areas. “

Jon has served on the Board of Directors of the Dallas/Ft. Worth chapter of the Financial Planning Association. He is on the Professional Advisory Board of the Communities Foundation of Texas. Jon is past president of the Caduceus Society of Baylor Foundation. He earned his undergraduate degree from LSU. Jon and his wife, Carol, have two children and live in Dallas. Jon's hobbies are golf and tennis.