Frequently Asked Questions - Answered by Jon

At ThreeSixty Wealth & Financial Management, I believe your financial planning experience should feel personal, trustworthy, and built to support you for the long haul.   Here’s what I believe makes us different:

Independent Approach
I am an independent advisor, which means every recommendation is made in your best interest—not influenced by corporate products or sales requirements. You receive guidance that’s objective, transparent, and centered around what’s right for you.

A True 360° Wraparound Experience
I've worked hard to hold multiple professional designations and licenses—CFP®, CRPC®, AWMA®, CRPS®, and more. This allows me to look at your financial world from every angle. From investments and retirement planning to insurance and long-term strategy, you receive comprehensive and coordinated support all in one place.

Personalized Support for Every Stage of Life
I get to know you, your goals, and what matters most to you. Whether you’re building your career, raising a family, planning for college, or preparing for retirement, I tailor my guidance to fit your life today—and continue evolving your plan as your life grows and changes.
Choosing ThreeSixty WFM means partnering with someone committed to your confidence, clarity, and long-term success.

I work with individuals and families from many financial backgrounds who are looking for guidance, clarity, and a trusted partner in planning for their future. Many of our clients reach out during important life transitions—career changes, college planning, retirement preparation, or estate planning. Others come to us simply because they feel they aren’t receiving the support or attention they need elsewhere.

No matter where individuals are in their financial journey, we are ready to welcome them, and we’re grateful for the opportunity to serve the friends and family who are referred as well.

Easy! Contact our office by phone or email, and we’ll schedule a time that works best for you—whether that’s an in-person meeting or a phone call.  An initial conversation with us is complimentary. This meeting is focused on understanding your needs, answering your questions, and helping you determine whether the services at ThreeSixty WFM align with what you’re looking for.

We communicate as often as our clients need. Some individuals and families have more complex situations that require regular check-ins to ensure everything stays on track. Others prefer a more hands-off approach, reaching out only when questions arise or during their annual review.   

My goal is to tailor our communication to you. Early on, we’ll discuss your preferences and set clear expectations so you feel supported in the way that works best for your life and comfort level.

I truly love what I do because I get to make a meaningful difference in people’s lives. I take a lot of pride in helping my clients succeed—whether that's guiding them toward new opportunities, strengthening their financial confidence, or celebrating their happiest milestones alongside them.

But what means just as much to me is being able to support clients through the difficult moments. I’ve been the first call for clients who have just lost a loved one, and it’s an honor to help them navigate the next steps during such an emotional and overwhelming time. Knowing I can offer clarity, steadiness, and compassion when they need it most is something I don’t take lightly.

Every person I work with has a unique story, and getting to learn those stories and truly connect with people is one of the greatest parts of this profession. It’s what keeps me passionate about this work every day.