Jon Wardenburg was born and raised in Utah. He attended Utah Valley University where he received a degree in Business Management with an emphasis in Entrepreneurship. He and his wife Natalie have been blessed with one child: their son Paxton.
In 2012, Jon found a passion for helping people with their finances. As Jon was building his practice he noticed that people were not being served properly. The clients that he was meeting with had plans in place that had investments with high fees, or plans with insurance only because the financial professionals that they used could only sell insurance. These plans failed to get his clients through retirement. He set out to help his clients by strategically planning and protecting the assets they have built.
His business focuses on 3 principles that his clients want and that he knows will lead to a sound retirement plan:
1. Defense “Principal protection comes above all else; developing a correct financial plan requires a strong foundation to build upon. We are going to defend the assets that you have built above all else.”
2. Discipline “Understanding that chasing big returns can compromise your financial plan. We are going to be disciplined in the way that we invest our client’s assets.”
3. Dedication “My practice is dedicated to making sure that the plan we build for you is simple, and sound.”
He is a proud member of the National Association of Insurance and Financial Advisors (NAIFA) and is actively involved in his community and loves giving back to the industry that gives so much to his clients.
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