As a pilot and a drummer, Jon understands the importance of rhythm and has been helping clients find their financial cadence in life for over two decades

His main responsibility at Tax Estate is to remain an accessible, proactive financial partner to all the firm's providing them with the best possible service, guidance and support. As the firm's Founder, he also is responsible for Echo45s long term vision while keeping an eye on daily operations.

Jon, a CERTIFIED FINANCIAL PLANNER professional and a Chartered Retirement Planning Counselor (CRPC), specializes in personal financial planning, retirement planning and portfolio management, and with a BA in communications from San Diego State University, he enjoys educating clients about all aspects of their finances.

In response to so many clients losing their tax preparer and virtually none of them getting tax planning or advice, I recently completed the CTEC exam and hope to be a licensed tax preparer in the next couple months!

Jon experienced Asia with his wife, Monica for the first time on their honeymoon. Together they enjoy travel, from ambitious international trips to quick California weekends snowboarding in Tahoe; wine tasting in Napa; soaking up the sun in San Diego; flying into Pine Mountain Lake Airport (call sign E45), where the firm got its name. They left the downtown city life of San Francisco and moved to Walnut Creek to be closer to Echo45 Headquarters - and have more space for their 3-year-old daughter.