Jon is a Moorhead, MN native. He joined Heartland Trust in 2014. He graduated from Concordia College in 1990 with a double major in business administration and English writing.
He has over 32 years of comprehensive personal, business, and financial services experience. His past work experience includes Vice President and Private Banking Relationship Manager with Wells Fargo and Vice President and Executive Director of the Essentia Health Regional Foundation.
Jon works primarily with personal trust administration, charitable trusts, IRA rollovers, investments, and estate settlement. He works closely with his clients, assisting them with developing and implementing a comprehensive financial plan that helps ensure personal and family goals are realized.
Jon is active in his community serving as the Past President of the Board for Hospice of the Red River Valley, Past Board Chair Connections of Moorhead, Past President Moorhead Rotary, Past President and Treasurer of his church council, student mentor Offutt School of Business, Concordia College, and a volunteer youth coach. He is married, has two children, and loves being involved in their activities, golfing, and other sports.