For over 20 years, Jon has been providing financial advice as a fiduciary, beginning his career as a CPA for 10 years at a national public accounting firm in the audit, tax, and employee benefit consulting services areas. While working as a CPA, Jon felt more like a “historian” with accounting being more concerned with what has already occurred, whereas Jon was more intrigued by planning and looking forward.
Prior to joining Farther, Jon was President and Owner of Focus Financial Advisors in Rockford, Illinois – a 100% fee-only financial planning and advisory firm. He advises clients on all aspects of their financial life, specializing in helping families attain their financial goals and life dreams. Jon also works in complex tax and financial & estate planning issues, helping people find a path towards retirement, as well as advising small business owners. He also works in conjunction with client’s CPAs and attorneys to provide a holistic team approach to their complete financial picture.
Jon and his wife Tammy live in Roscoe, Illinois, and are empty nesters of two boys. He enjoys spending time at their lake house in Northern Wisconsin, snowmobiling, off-roading, hiking, boating, snowshoeing, and playing golf. He was also a board member at Northern Illinois Hospice and currently serves as Treasurer after completing two terms as the Operating Board President.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
