Jon Benner Email & Phone Number

Chesterfield, Missouri

Lead advisor on many of the firm’s client engagements. I guide clients through our 4-Step Financial Planning process when they first come aboard and conduct on-going review and maintenance meetings with clients that are already here. Specializing in various forms of equity based compensation, I work with myriad executives to optimize their employer-sponsored plans (while minimizing taxes). From restricted stock to performance share units to other deferred compensation arrangements like phantom stock and incentive stock options.I am originally from Palm Beach, Florida. I graduated from the University of Missouri-St. Louis Summa Cum Laude with a degree in Finance. I joined the firm in February of 2013 and have CFP®, Series 7, 6, 63, and 65 securities registrations with LPL Financial, as well as my life producer insurance license in Missouri and Illinois.We are a Fee Based Firm that concentrates on Comprehensive planning for Corporate Executives, Business Owners, and Retirees.For a list of states in which I am registered to do business, please visit http://www.lplmycfo.com/

Saint Louis, Mo

• Profitable & viable luxury car detailing business (evenings and weekends)• Manage finances, employees, and scheduling• Build clientele through referrals and customer service

Clayton, Mo

• Implement wealth accumulation and risk management strategies• Assist in training new hires and interns• Develop and implement strong sales and prospecting language• Partner with senior representatives to assist high net worth clientele• Top intern in the Clayton, MO office

Earth City, Mo

• Direct, train, and supervise track operations• Develop corporate training program for new employees• Create beginner, intermediate, and advanced racing schools• Formulate plans to generate revenue such as league racing, racing schools, and tournament formats

Earth City, Mo

• Supervise 15-100 employees• Direct a team of supervisors on a daily basis for hub-wide new employee training• Conduct safety committee for union employees• Replace senior supervisor when unavailable