Our motto is, "First we educate, than we motivate", and we use this as our guiding principle in every action we take. We appreciate the opportunity to earn your business and look forward to providing you with personalized advice and advanced financial planning. Our process starts with a complete understanding of expectations of both the client and our firm. The next step is to understand your current situation and determine if your goals are currently getting accomplished. We do not believe in making changes unless there is room for improvement. If opportunities for improvement are discovered, we would then develop, communicate, implement and monitor the solution.

Jonathon is married to Jennifer Armstrong, a son Bryce (toddler) and has two dogs, Wrigley and Ivy.  Jonathon is a huge sports nut, (as if the dog's names didn't give it away) and follows his Chicago Bears and Chicago Cubs very closely.  If he is not working, Jonathon enjoys golfing, watching sports, working out, and spending time with the 2 loves of his life, Jennifer and Bryce.