About Jon
Jon has nearly 30 years of financial advisory experience. During his career, he has worked with high-net-worth families and individuals to reach their financial goals by designing integrated financial plans and building customized investment portfolios. Before joining our team, Jon was a Managing Partner at Bordeaux Wealth Advisors’ Seattle office. Jon has also held roles as a Senior Investment Strategist with Wells Fargo Private Bank and as a Senior Manager with Deloitte & Touche.
Jon lives in Bellevue, WA with his wife Jane. They have two grown children. In his spare time, Jon enjoys traveling, cooking, exercising, reading, and watching sports.
Education and Professional Milestones
- University of Nebraska – bachelor’s degree in finance
- Wayne State University – Master of Business Administration
- Member of the CFA Institute®, the CFA® Society of Seattle, and the Financial Planning Association of Puget Sound
- Adjunct Faculty Member at the Albers School of Business at Seattle University teaching graduate finance classes
Jon has nearly 30 years of financial advisory experience. During his career, he has worked with high-net-worth families and individuals to reach their financial goals by designing integrated financial plans and building customized investment portfolios. Before joining our team, Jon was a Managing Partner at Bordeaux Wealth Advisors’ Seattle office. Jon has also held roles as a Senior Investment Strategist with Wells Fargo Private Bank and as a Senior Manager with Deloitte & Touche.
Jon lives in Bellevue, WA with his wife Jane. They have two grown children. In his spare time, Jon enjoys traveling, cooking, exercising, reading, and watching sports.
Education and Professional Milestones
- University of Nebraska – bachelor’s degree in finance
- Wayne State University – Master of Business Administration
- Member of the CFA Institute®, the CFA® Society of Seattle, and the Financial Planning Association of Puget Sound
- Adjunct Faculty Member at the Albers School of Business at Seattle University teaching graduate finance classes