Jon D. Email & Phone Number

As someone deeply passionate about empowering individuals and communities through sound financial planning, I am driven by the desire to help people feel confident and secure in their financial decisions. With a diverse background that spans entrepreneurship, non-profit leadership, retail management, and financial oversight, I bring a unique perspective and comprehensive skill set to the table.I have had the privilege of founding and leading three businesses, each with its own unique challenges and successes. This entrepreneurial journey has honed my ability to understand the financial needs and aspirations of business owners, enabling me to provide tailored advice that drives growth and sustainability.In addition to my entrepreneurial endeavors, I founded and served as the Executive Director of a non-profit organization. This role allowed me to develop a deep appreciation for the financial intricacies of non-profits, from securing funding to managing budgets with a focus on mission-driven outcomes. It also reinforced my commitment to making financial planning accessible and beneficial for organizations dedicated to social good.My experience as a retail manager further broadened my understanding of financial management in a fast-paced, customer-focused environment. It taught me the importance of strategic planning, team culture, and operational efficiency—skills that are crucial for any business aiming to thrive in competitive markets.As the former Finance and HR Director of a multimillion-dollar church, I implemented and oversaw complex financial operations and human resources, ensuring fiscal responsibility and organizational health. This role underscores my ability to manage large budgets, optimize resources, and support diverse teams, all while aligning financial practices with the overarching values and goals of the organization.My multifaceted background equips me to assist a wide range of clients. I am committed to demystifying financial planning and providing customized solutions that promote financial wellness and long-term success.Let’s connect and explore how we can work together to achieve your financial goals.Modern Woodmen Required Disclaimer: Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/