“I think many things in life happen because of fate. I did not choose my career path, it chose me.”
Jon’s first job was running his family’s bike shop for over 15 years. The business eventually went into manufacturing, but Jon knew that wasn’t the right path for him. He had a strong interest in finance, and after meeting his now-wife’s father, a financial advisor, he fell in love with the career.
Jon studied at Edison State Community College, and mentored at his father-in-law’s successful financial services firm for seven years. He admired how his father-in-law approached finance through an educational and collaborative lens. 2020 marks Jon’s 25th year in financial services, and even after all this time, he’s never been bored. The dynamic nature of finance plus the unique challenges his clients present keeps him energized and motivated.
Though every day is unique, most days for him involve meeting with his clients, who appreciate his ability to explain complex financial situations in an easy-to-understand way. When he’s not serving his clients, he can be found in a webinar or conference with various investment firms, or deep in his research about finances, learning new techniques, solutions, and ways to reduce taxes.
Jon’s happiest when he’s spending time with his wife of almost 26 years, Ami, and his two sons: Will, 22, and Heath, 19. They love spending their time traveling, engaging in shooting sports, fishing, and riding ATV’s on their family farm. Jon believes the secret to eternal youth lies in riding dirt bikes and ATVs with his sons, and is proud to say he has the longest wheelie record in his family.
“Time is our most precious resource. Makes sense to think about how we are spending it.”
Zach’s commitment to helping people build resilience and thrive financially comes from seeing families needlessly suffer due to poor financial decisions. He believes that through establishing healthy habits and committing to a long-term plan, anyone can achieve Financial Independence (FI). With FI, people have more freedom to live, play, and work in ways that bring joy while providing peace of mind knowing their family is protected should something happen to them.
With every interaction, Zach aims to bring his clients one step closer to Financial Independence. This includes in-person meetings, phone calls, and lots of behind the scenes casework. His diligence and patience helps him discover how his clients’ spending, saving, and investing is affecting their long-term plan, so that he can deliver the tools and information clients need without any excess clutter.
Zach earned his Bachelor of Science and Business through Wright State University, and is a CERTIFIED FINANCIAL PLANNER™. As a CFP®, Zach has gone through extensive training and experience, and is committed to the CFP Board’s ethical standards.
When he’s not in the office, you can find Zach playing sports and enjoying the outdoors with his wife Lindsay and his sons Bennett and Grady. Zach is incredibly competitive and enjoys taking on friends and family in almost any sport; whether it's corn hole in the backyard, running a few miles in the woods, playing a round of golf, sand volleyball, or simply throwing paper balls into a trash can. He also loves reading and learning, and even outside of work he continually explores the world of personal finance, business, and investing.
Jim’s commitment to educating clients and helping them succeed is the driving force behind his work for the past 38 years. He cares deeply about the people he works with, and his life experiences give him a unique perspective that sets him apart from other advisors.
Jim’s love for education led him to pursuing a Bachelor in Education from Muskingum University, and right after he graduated, he taught school and coached basketball, soccer, and baseball for 8 years.
Dora is probably the first face you’ll see in our office. Her attentiveness and can-do attitude helps her take on the unique challenges and opportunities that each day presents. She handles a dynamic range of tasks from answering phones and scheduling appointments to preparing documents and database management, all while maintaining a sweet and joyful outlook.
Dora has worked in customer service and relations for over 25 years, and has known Jon for over 40 years. When the opportunity to work with him arose, she knew they would have a lot of fun and work well together. She earned her Bachelor of Arts from Bowling Green State University.
Dora is happiest in nature; be it exploring, hiking, gardening, or quietly reflecting. She also practices yoga, meditates and is a master Reiki practitioner, a practice that helps heal emotional and physical strain through universal energy transfer. She lives in Troy, Ohio and has one son, Kale.
Even after 20 years in the financial and investment field, Jayne continues to find new opportunities to learn and help clients. Whether she’s preparing appointment documents, ensuring the office is compliant, or process trades, she’s always there to help clients achieve their goals, and will happily answer any questions they have.
On top of her 20+ years of experience in finance, Jayne has been a co-owner of a livestock and farming operation for over 40 years. She received her Associates Degree in Microcomputers from Edison State Community College, as well as a Certificate of Accounting from Edison State Community College.
Jayne is happiest when she’s spending time with her 10 grandchildren and 4 children. She also loves gardening, going to concerts, reading, and traveling. Her favorite vacations are those she takes with her family, especially those in Florida, Michigan, and Washington D.C.
Jolene is passionate about working with people, and has been helping others make the most of their financial future for over 13 years. She’s responsible for database management, preparing reviews, opening accounts, and is always there to help with additional projects. She’s known for being a hardworking and positive force in the office, and believes looking on the bright side and maintaining clarity is key to success.
Prior to working as a financial administrative assistant, she worked in Association Management as a Registration Coordinator, helping produce a national trade show that boasted over 10k attendees. She graduated from Milton-Union high school and attended Edison State Community College.
Her most treasured moments are those spent with her family. She’s been married to her husband, Brad, for over 38 years, and together they have two daughters and two grandchildren. Jolene and her husband live in West Milton with their dog Gracie, and enjoys gardening, camping, and going to the beach. She’s often told she’s a great cook, and even makes her own kombucha. Her kind, caring nature shines through in her volunteer work serving as a small group leader for 3rd graders at Ginghamsburg Church in Tipp City.