Jon is a dedicated financial planner with 16+ years of experience, committed to securing your retirement. Co-founder of Edwards Wealth Management, he's passionate about lifelong learning and enjoys outdoor activities.

Jim has helped people plan for retirement for 26+ years and holds CFP® and CPA designations. His "first career" was in public accounting where he spent 25 years at KPMG. He enjoys outdoor activities, traveling, and ham radio.