Talent & Development Specialist
When Jon graduated from college, many of his peers decided to pursue financial planning roles at major wire houses. Jon took a different approach, opting instead to learn the operations side of the business in an effort to build a solid foundation on which to grow within the industry. As part of the BAM ALLIANCE community for more than 10 years, Jon enjoys advocating daily on behalf of its members.
As Talent and Development Specialist, Jon helps facilitate a wide range of feedback and development programs, including mentorship programs, psychological assessments and the associated feedback, engagement surveys, team leader meetings, the mid-year touchbase process and the year-end feedback and review process.
Before joining BAM Advisor Services, Jon was employed at Vantage Credit Union and interned at a CPA firm in St. Charles, Mo. He earned a bachelor’s degree in finance, with a minor in criminal justice, from Lindenwood University in 2004.
He and his wife, Rachel, live in St. Charles with their two sons, Joshua and Jonah. The family provides a home for a dog named Penny, a cat named Ariel and a bunny named Bunny.