About
Jon
Jon has been an established wealth advisor since 1992, bringing more than three decades of financial advisory experience to high-net-worth families and individuals. He partners closely with clients to design integrated financial plans and build customized investment portfolios tailored to their long-term goals—spanning investment management, financial planning, and income and estate tax planning.
Before joining Focus, Jon was a Managing Partner at Bordeaux Wealth Advisors’ Seattle office. Earlier in his career, he served as a Senior Investment Strategist with Wells Fargo Private Bank and as a Senior Manager with Deloitte & Touche—experience that gives him a broad, cross-disciplinary perspective on the complex financial needs of high-net-worth clients.
Outside of the office, Jon is a member of the Board of Directors and Treasurer for the Trinity Education Foundation and an Investment Committee member and former Treasurer for IslandWood. Jon lives in Kirkland, Washington, 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 – MBA
-Member of the CFA Institute®, the CFA® Society of Seattle, and the Financial Planning Association of Puget Sound
Jon has been an established wealth advisor since 1992, bringing more than three decades of financial advisory experience to high-net-worth families and individuals. He partners closely with clients to design integrated financial plans and build customized investment portfolios tailored to their long-term goals—spanning investment management, financial planning, and income and estate tax planning.
Before joining Focus, Jon was a Managing Partner at Bordeaux Wealth Advisors’ Seattle office. Earlier in his career, he served as a Senior Investment Strategist with Wells Fargo Private Bank and as a Senior Manager with Deloitte & Touche—experience that gives him a broad, cross-disciplinary perspective on the complex financial needs of high-net-worth clients.
Outside of the office, Jon is a member of the Board of Directors and Treasurer for the Trinity Education Foundation and an Investment Committee member and former Treasurer for IslandWood. Jon lives in Kirkland, Washington, 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 – MBA
-Member of the CFA Institute®, the CFA® Society of Seattle, and the Financial Planning Association of Puget Sound